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Horizon Fund vs Mercúrio Fund II, FCR: Portugal Golden Visa Fund Comparison

Compare Investment Fees, Minimum Investment, and Performance Metrics

Detailed side-by-side analysis of Horizon Fund (managed by Octanova SCR, S.A.) and Mercúrio Fund II, FCR (managed by Oxy Capital – SGOIC, S.A.) Portugal Golden Visa investment funds.

CriteriaHorizon FundMercúrio Fund II, FCR
Fund TypeMixedPrivate Equity & Debt
Fund ManagerOctanova SCR, S.A.Oxy Capital – SGOIC, S.A.
Minimum Investment€100,000€100,000
Target Annual Return15-20% annuallyMid-teens per year (gross)
Established20232024
Performance Fee Hurdle15%8%
Fund Size100M EUR0M EUR
Management Fee2%2%
Performance Fee20%20%
Subscription FeeN/A3%
Redemption Fee2%N/A
Geographic Allocation
Portugal: 60%
USA: 40%
Portugal: 60%
Other: 40%
Redemption FrequencyMonthlyEnd of Term
Notice PeriodNoneNone
Minimum Holding Period60 months120 months
TermPerpetual (open-ended)10 years
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: Horizon Fund vs Mercúrio Fund II, FCR