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Horizon Fund vs Optimize Portugal Golden Opportunities Fund: 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 Optimize Portugal Golden Opportunities Fund (managed by Optimize Investment Partners) Portugal Golden Visa investment funds.

CriteriaHorizon FundOptimize Portugal Golden Opportunities Fund
Fund TypeMixedBalanced
Fund ManagerOctanova SCR, S.A.Optimize Investment Partners
Minimum Investment€100,000€500,000
Target Annual Return15-20% annually4.2% annually
Established20232008
Performance Fee Hurdle15%4.2%
Fund Size100M EUR0M EUR
Management Fee2%0%
Performance Fee20%0%
Redemption Fee2%N/A
Geographic Allocation
Portugal: 60%
USA: 40%
Portugal: 100%
Redemption FrequencyMonthlyDaily
Notice PeriodNone5 days
Minimum Holding Period60 months60 months
TermPerpetual (open-ended)Perpetual (open-ended)
Tags
BondsCryptoLiquidLow-riskRegulatedOpen EndedBitcoinEthereumSolanaFund subscription minimumsHigh-risk> 5% annual yield> 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 EligibleEquitiesBondsBalancedLiquidUCITSQEF EligibleDaily NAVNo Lock-UpOpen Ended€350k-€500k (subscription min only; GV still requires €500k total)Low-risk3-5% annual yield< 1% 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: Horizon Fund vs Optimize Portugal Golden Opportunities Fund