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Golden Visa Fund Comparison

Heed Top Investment Fund vs Portugal Liquid Opportunities, FCR

Compare Heed Top Investment Fund and Portugal Liquid Opportunities, FCR side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.

Debt

Heed Top Investment Fund

Managed by Heed Capital

Unverified
VS
Other

Portugal Liquid Opportunities, FCR

Managed by Oxy Capital

Unverified

Quick Decision Guide

Choose Heed Top Investment Fund if you prioritize debt exposure. Choose Portugal Liquid Opportunities, FCR if you prefer lower management fees and manageable entry point.

Key Financials

Min. Investment
Heed Top Investment Fund
€100,000
Portugal Liquid Opportunities, FCR
€100,000
Target Return
Heed Top Investment Fund
5% p.a.
Portugal Liquid Opportunities, FCR
8–10% p.a.
Best
Fund Size
Heed Top Investment Fund
€17.3M
Portugal Liquid Opportunities, FCR
Not disclosed
Established
Heed Top Investment Fund
2024
Portugal Liquid Opportunities, FCR
2012

Fees & Costs

Management Fee
Heed Top Investment Fund
1.5%
Portugal Liquid Opportunities, FCR
1.2%
Best
Performance Fee
Heed Top Investment Fund
20%
Portugal Liquid Opportunities, FCR
20%
Subscription Fee
Heed Top Investment Fund
2%
Portugal Liquid Opportunities, FCR
2%
Redemption Fee
Heed Top Investment Fund
Not disclosed
Portugal Liquid Opportunities, FCR
Not disclosed
Hurdle Rate
Heed Top Investment Fund
5%
Portugal Liquid Opportunities, FCR
5%

Liquidity & Terms

Redemption
Heed Top Investment Fund
Daily
Portugal Liquid Opportunities, FCR
Weekly
Lock-up Period
Heed Top Investment Fund
Not disclosed
Portugal Liquid Opportunities, FCR
Not disclosed
Risk Band
Heed Top Investment Fund
Not disclosed
Portugal Liquid Opportunities, FCR
Not disclosed
Category
Heed Top Investment Fund
Debt
Portugal Liquid Opportunities, FCR
Other

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

Heed Top Investment Fund
€55,000
Lower Cost
Portugal Liquid Opportunities, FCR
€46,000

Geographic Allocation

Heed Top Investment Fund
Portugal
60%
Other EU
30%
International
10%
Portugal Liquid Opportunities, FCR
Portugal
65%
International
35%

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 €100,000), management fees (1.5% vs 1.2%), and fund managers (Heed Capital vs Oxy Capital). Each fund has different risk profiles and return targets suited to different investor preferences.

Portugal Liquid Opportunities, FCR has the lower management fee at 1.2% compared to 1.5%. However, consider the total cost including performance fees: Heed Top Investment Fund charges 20% performance fee while Portugal Liquid Opportunities, FCR charges 20%. The overall value depends on your investment goals and expected returns.

Heed Top Investment Fund requires a minimum investment of €100,000, while Portugal Liquid Opportunities, FCR requires €100,000. 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 Portugal Liquid Opportunities, FCR 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 (Portugal Liquid Opportunities, FCR) 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 Portugal Liquid Opportunities, FCR provides Weekly 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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