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Heed Top Investment Fund vs Optimize Portugal Golden Opportunities Fund: Portugal Golden Visa Fund Comparison

Compare Investment Fees, Minimum Investment, and Performance Metrics

Detailed side-by-side analysis of Heed Top Investment Fund (managed by Heed Capital SGOIC, S.A.) and Optimize Portugal Golden Opportunities Fund (managed by Optimize Investment Partners) Portugal Golden Visa investment funds.

CriteriaHeed Top Investment FundOptimize Portugal Golden Opportunities Fund
Fund TypeBalancedBalanced
Fund ManagerHeed Capital SGOIC, S.A.Optimize Investment Partners
Minimum Investment€100,000€500,000
Target Annual Return5% annually4.2% annually
Established20042008
Performance Fee Hurdle5%4.2%
Fund Size90M EUR0M EUR
Management Fee1.5%0%
Performance Fee20%0%
Subscription Fee2%N/A
Redemption Fee5%N/A
Geographic Allocation
Portugal: 75%
Other EU: 15%
International: 10%
Portugal: 100%
Redemption FrequencyDailyDaily
Notice PeriodNone5 days
Minimum Holding PeriodNone60 months
TermPerpetual (open-ended)Perpetual (open-ended)
Tags
RegulatedGolden Visa EligibleOpen EndedBondsEquitiesLiquidDaily NAVNo Lock-UpPortugalBalancedTax FreeFund subscription minimumsHigh-risk3-5% annual yield1-1.5% management feeMid-cap €50-100MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Golden Visa EligibleEquitiesBondsBalancedLiquidUCITSQEF EligibleDaily NAVNo Lock-UpOpen Ended€350k-€500k (subscription min only; GV still requires €500k total)Low-risk3-5% annual yield< 1% management feeSmall-cap < €50MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Data Last Verified
Very Fresh
Very Fresh

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Frequently Asked Questions: Heed Top Investment Fund vs Optimize Portugal Golden Opportunities Fund