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Heed Top Investment Fund vs Portugal Liquid Opportunities, FCR: 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 Portugal Liquid Opportunities, FCR (managed by Oxy Capital – SGOIC, S.A.) Portugal Golden Visa investment funds.

CriteriaHeed Top Investment FundPortugal Liquid Opportunities, FCR
Fund TypeBalancedMixed
Fund ManagerHeed Capital SGOIC, S.A.Oxy Capital – SGOIC, S.A.
Minimum Investment€100,000€100,000
Target Annual Return5% annuallyLow teens per year (gross)
Established20040
Performance Fee Hurdle5%8%
Fund Size90M EUR0M EUR
Management Fee1.5%1.2%
Performance Fee20%20%
Subscription Fee2%2%
Redemption Fee5%N/A
Geographic Allocation
Portugal: 75%
Other EU: 15%
International: 10%
Portugal: 65%
International: 35%
Redemption FrequencyDailyDaily
Notice PeriodNoneNone
Minimum Holding PeriodNoneNone
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 EligibleEquityEquitiesLiquidOpen EndedLow-riskNo FeesDaily NAVPortugalFund subscription minimumsHigh-risk1-1.5% 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 Portugal Liquid Opportunities, FCR