Golden Visa Fund Comparison

Horizon Fund vs INZ Fund

Compare Horizon Fund and INZ Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.

Crypto

Horizon Fund

Managed by Octanova SCR

Verified Partner

Private Equity

INZ Fund

Managed by STAG Fund Management

Unverified

Quick Decision Guide

Choose Horizon Fund if you prioritize lower minimum investment and crypto exposure. Choose INZ Fund if you prefer lower management fees and private equity exposure.

Key Financials

€100,000Best

Min. Investment

€150,000

Min. Investment

Horizon Fund

€100,000

Best

INZ Fund

€150,000

Not disclosed

Target Return

Best8% p.a.

Target Return

Horizon Fund

Not disclosed

INZ Fund

8% p.a.

Best

€100M

Fund Size

€50M

Fund Size

Horizon Fund

€100M

INZ Fund

€50M

2024

Established

2023

Established

Horizon Fund

2024

INZ Fund

2023

Fees & Costs

Management Fee

Best1.6%

Management Fee

Horizon Fund

INZ Fund

1.6%

Best

20%

Performance Fee

15%

Performance Fee

Horizon Fund

20%

INZ Fund

15%

Subscription Fee

Horizon Fund

INZ Fund

Redemption Fee

Not disclosed

Redemption Fee

Horizon Fund

INZ Fund

Not disclosed

Hurdle Rate

Horizon Fund

INZ Fund

Liquidity & Terms

Monthly

Redemption

End of Term

Redemption

Horizon Fund

Monthly

INZ Fund

End of Term

60 months

Lock-up Period

60 months

Lock-up Period

Horizon Fund

60 months

INZ Fund

60 months

Not disclosed

Risk Band

Not disclosed

Risk Band

Horizon Fund

Not disclosed

INZ Fund

Not disclosed

Crypto

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

Horizon Fund

€70,000

Lower Cost

INZ Fund

€53,000

Geographic Allocation

Horizon Fund

Portugal (Bonds)

65%

Digital Assets

35%

INZ Fund

Portugal

70%

Spain

30%

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 (Crypto vs Private Equity), minimum investment amounts (€100,000 vs €150,000), management fees (2% vs 1.6%), and fund managers (Octanova SCR vs STAG Fund Management). Each fund has different risk profiles and return targets suited to different investor preferences.

INZ Fund has the lower management fee at 1.6% compared to 2%. However, consider the total cost including performance fees: Horizon Fund charges 20% performance fee while INZ Fund charges 15%. The overall value depends on your investment goals and expected returns.

Horizon Fund requires a minimum investment of €100,000, while INZ Fund requires €150,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.

Both Horizon Fund and INZ 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 crypto (Horizon Fund) and private equity (INZ Fund) depends on your risk tolerance and investment goals. Crypto investments typically offer different risk-return profiles compared to private equity. Consider your portfolio diversification needs and long-term investment strategy.

Redemption terms vary between funds. Horizon Fund offers Monthly redemptions, while INZ Fund provides End of Term 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.