This website provides information for general purposes only.Read our full disclaimer
Movingto Logo

Horizon Fund vs Portugal Investment 1: 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) and Portugal Investment 1 (managed by Saratoga Capital) Portugal Golden Visa investment funds.

CriteriaHorizon FundPortugal Investment 1
Verification Status
✓ VERIFIED
✓ VERIFIED
Fund TypeMixed Fixed Income / Digital AssetsPrivate Equity & Venture Capital
Fund ManagerOctanova SCRSaratoga Capital
Minimum Investment
€100,000
Best
€150,000
Target Return0% p.a.
8-11% p.a.
Best
Established20242025
Performance Fee Hurdle0%8%
Fund Size50000000M EUR0M EUR
Management Fee2%
1%
Best
Performance Fee
20%
Best
20%
Geographic Allocation
Portugal (Bonds): 65%
Digital Assets: 35%
Portugal: 100%
Redemption FrequencyMonthlyNot Available
Notice Period
15 days
Best
None
Minimum Holding PeriodNoneNone
TermPerpetual (open-ended)Perpetual (open-ended)
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: Horizon Fund vs Portugal Investment 1

What are the key differences between Horizon Fund and Portugal Investment 1?

The main differences include investment focus (Mixed Fixed Income / Digital Assets vs Private Equity & Venture Capital), minimum investment amounts (€100,000 vs €150,000), management fees (2% vs 1%), and fund managers (Octanova SCR vs Saratoga Capital). Each fund has different risk profiles and return targets suited to different investor preferences.

Which fund has lower fees: Horizon Fund or Portugal Investment 1?

Portugal Investment 1 has the lower management fee at 1% compared to 2%. However, consider the total cost including performance fees: Horizon Fund charges 20% performance fee while Portugal Investment 1 charges 20%. The overall value depends on your investment goals and expected returns.

What is the minimum investment required for each fund?

Horizon Fund requires a minimum investment of €100,000, while Portugal Investment 1 requires €150,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.

Are both funds eligible for Portugal Golden Visa?

Yes, both Horizon Fund and Portugal Investment 1 are eligible for the Portugal Golden Visa program as they meet the minimum €500,000 investment requirement and are properly regulated investment funds. Investing in either fund can help you qualify for Portuguese residency through the Golden Visa route.

Should I choose a mixed fixed income / digital assets fund or a private equity & venture capital fund?

The choice between mixed fixed income / digital assets (Horizon Fund) and private equity & venture capital (Portugal Investment 1) depends on your risk tolerance and investment goals. Mixed fixed income / digital assets investments typically offer different risk-return profiles compared to private equity & venture capital. Consider your portfolio diversification needs and long-term investment strategy.

How often can I redeem from these funds?

Redemption terms vary between funds. Horizon Fund offers Monthly redemptions, while Portugal Investment 1 provides Not Available redemption opportunities. Check the specific notice periods and any redemption fees that may apply. Consider your liquidity needs when choosing between these options.

How is the data in this comparison verified?

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.