Golden Visa Fund Comparison
Horizon Fund vs Optimize Portugal Golden Opportunities Fund
Compare Horizon Fund and Optimize Portugal Golden Opportunities Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Crypto
Horizon Fund
Managed by Octanova SCR
Verified Partner
VS
Other
Optimize Portugal Golden Opportunities Fund
Managed by Optimize Investment Partners
Unverified
Quick Decision Guide
Choose Horizon Fund if you prioritize lower minimum investment and crypto exposure. Choose Optimize Portugal Golden Opportunities Fund if you prefer lower management fees and other exposure.
Key Financials
€100,000Best
Min. Investment
€500,000
Min. Investment
Horizon Fund
€100,000Optimize Portugal Golden Opportunities Fund
€500,000Not disclosed
Target Return
Not disclosed
Target Return
Horizon Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosed€100M
Fund Size
€216M
Fund Size
Horizon Fund
€100MOptimize Portugal Golden Opportunities Fund
€216M2024
Established
2021
Established
Horizon Fund
2024Optimize Portugal Golden Opportunities Fund
2021Fees & Costs
2%
Management Fee
Best1.8%
Management Fee
Horizon Fund
2%Optimize Portugal Golden Opportunities Fund
1.8%20%
Performance Fee
None
Performance Fee
Horizon Fund
20%Optimize Portugal Golden Opportunities Fund
None2%
Subscription Fee
1%
Subscription Fee
Horizon Fund
2%Optimize Portugal Golden Opportunities Fund
1%3%
Redemption Fee
Not disclosed
Redemption Fee
Horizon Fund
3%Optimize Portugal Golden Opportunities Fund
Not disclosed4%
Hurdle Rate
Not disclosed
Hurdle Rate
Horizon Fund
4%Optimize Portugal Golden Opportunities Fund
Not disclosedLiquidity & Terms
Monthly
Redemption
Daily
Redemption
Horizon Fund
MonthlyOptimize Portugal Golden Opportunities Fund
Daily60 months
Lock-up Period
60 months
Lock-up Period
Horizon Fund
60 monthsOptimize Portugal Golden Opportunities Fund
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
Horizon Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosedCrypto
Category
Other
Category
Horizon Fund
CryptoOptimize Portugal Golden Opportunities Fund
OtherEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Horizon Fund
€70,000
Lower Cost
Optimize Portugal Golden Opportunities Fund
€59,000
Geographic Allocation
Horizon Fund
Portugal (Bonds)
65%
Digital Assets
35%
Optimize Portugal Golden Opportunities Fund
Portugal
90%
Other / Iberia & EU (incl. Spain)
10%
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 Other), minimum investment amounts (€100,000 vs €500,000), management fees (2% vs 1.8%), and fund managers (Octanova SCR vs Optimize Investment Partners). Each fund has different risk profiles and return targets suited to different investor preferences.
Optimize Portugal Golden Opportunities Fund has the lower management fee at 1.8% compared to 2%. However, consider the total cost including performance fees: Horizon Fund charges 20% performance fee while Optimize Portugal Golden Opportunities Fund charges None. The overall value depends on your investment goals and expected returns.
Horizon Fund requires a minimum investment of €100,000, while Optimize Portugal Golden Opportunities Fund requires €500,000. 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 Optimize Portugal Golden Opportunities 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 other (Optimize Portugal Golden Opportunities Fund) depends on your risk tolerance and investment goals. Crypto 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. Horizon Fund offers Monthly redemptions, while Optimize Portugal Golden Opportunities Fund provides Daily 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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