Golden Visa Fund Comparison
Heed Top Investment Fund vs Optimize Portugal Golden Opportunities Fund
Compare Heed Top Investment Fund and Optimize Portugal Golden Opportunities Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Debt
Heed Top Investment Fund
Managed by Heed Capital
Unverified
VS
Other
Optimize Portugal Golden Opportunities Fund
Managed by Optimize Investment Partners
Unverified
Quick Decision Guide
Choose Heed Top Investment Fund if you prioritize lower management fees and lower minimum investment. Choose Optimize Portugal Golden Opportunities Fund if you prefer other exposure.
Key Financials
€100,000Best
Min. Investment
€500,000
Min. Investment
Heed Top Investment Fund
€100,000Optimize Portugal Golden Opportunities Fund
€500,0005% p.a.
Target Return
Not disclosed
Target Return
Heed Top Investment Fund
5% p.a.Optimize Portugal Golden Opportunities Fund
Not disclosed€17.3M
Fund Size
€216M
Fund Size
Heed Top Investment Fund
€17.3MOptimize Portugal Golden Opportunities Fund
€216M2024
Established
2021
Established
Heed Top Investment Fund
2024Optimize Portugal Golden Opportunities Fund
2021Fees & Costs
1.5%Best
Management Fee
1.8%
Management Fee
Heed Top Investment Fund
1.5%Optimize Portugal Golden Opportunities Fund
1.8%20%
Performance Fee
None
Performance Fee
Heed Top Investment Fund
20%Optimize Portugal Golden Opportunities Fund
None2%
Subscription Fee
1%
Subscription Fee
Heed Top Investment Fund
2%Optimize Portugal Golden Opportunities Fund
1%Not disclosed
Redemption Fee
Not disclosed
Redemption Fee
Heed Top Investment Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosed5%
Hurdle Rate
Not disclosed
Hurdle Rate
Heed Top Investment Fund
5%Optimize Portugal Golden Opportunities Fund
Not disclosedLiquidity & Terms
Daily
Redemption
Daily
Redemption
Heed Top Investment Fund
DailyOptimize Portugal Golden Opportunities Fund
DailyNot disclosed
Lock-up Period
60 months
Lock-up Period
Heed Top Investment Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
Heed Top Investment Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosedDebt
Category
Other
Category
Heed Top Investment Fund
DebtOptimize Portugal Golden Opportunities Fund
OtherEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Lower Cost
Heed Top Investment Fund
€55,000
Optimize Portugal Golden Opportunities Fund
€59,000
Geographic Allocation
Heed Top Investment Fund
Portugal
60%
Other EU
30%
International
10%
Optimize Portugal Golden Opportunities Fund
Portugal
90%
Other / Iberia & EU (incl. Spain)
10%
Ready to invest?
Speak with our Golden Visa experts to discuss which fund is right for you.
Frequently Asked Questions
The main differences include investment focus (Debt vs Other), minimum investment amounts (€100,000 vs €500,000), management fees (1.5% vs 1.8%), and fund managers (Heed Capital vs Optimize Investment Partners). Each fund has different risk profiles and return targets suited to different investor preferences.
Heed Top Investment Fund has the lower management fee at 1.5% compared to 1.8%. However, consider the total cost including performance fees: Heed Top Investment Fund charges 20% performance fee while Optimize Portugal Golden Opportunities Fund charges None. The overall value depends on your investment goals and expected returns.
Heed Top Investment Fund requires a minimum investment of €100,000, while Optimize Portugal Golden Opportunities Fund requires €500,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.
Both Heed Top Investment Fund and Optimize Portugal Golden Opportunities Fund are marketed by their managers as intended for the Portugal Golden Visa program, meeting the minimum €500,000 investment requirement and being properly regulated investment funds. Eligibility must be confirmed with Portuguese legal counsel before investing.
The choice between debt (Heed Top Investment Fund) and other (Optimize Portugal Golden Opportunities Fund) depends on your risk tolerance and investment goals. Debt investments typically offer different risk-return profiles compared to other. Consider your portfolio diversification needs and long-term investment strategy.
Redemption terms vary between funds. Heed Top Investment Fund offers Daily redemptions, while Optimize Portugal Golden Opportunities Fund provides Daily redemption opportunities. Check the specific notice periods and any redemption fees that may apply. Consider your liquidity needs when choosing between these options.
All fund data is regularly verified against official sources including fund prospectuses, regulatory filings, and direct communication with fund managers. Data freshness indicators show when each fund's information was last updated. We recommend reviewing the latest fund documents and speaking with the fund managers before making investment decisions.
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