Golden Visa Fund Comparison
INZ Fund vs Mercúrio Fund II, FCR
Compare INZ Fund and Mercúrio Fund II, FCR side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Private Equity
INZ Fund
Managed by STAG Fund Management
Unverified
VS
Private Equity
Mercúrio Fund II, FCR
Managed by Oxy Capital
Verified Partner
Quick Decision Guide
Choose INZ Fund if you prioritize lower management fees. Choose Mercúrio Fund II, FCR if you prefer manageable entry point.
Key Financials
€150,000
Min. Investment
Best€100,000
Min. Investment
INZ Fund
€150,000Mercúrio Fund II, FCR
€100,0008% p.a.Best
Target Return
Not disclosed
Target Return
INZ Fund
8% p.a.Mercúrio Fund II, FCR
Not disclosed€50M
Fund Size
€50M
Fund Size
INZ Fund
€50MMercúrio Fund II, FCR
€50M2023
Established
2025
Established
INZ Fund
2023Mercúrio Fund II, FCR
2025Fees & Costs
1.6%Best
Management Fee
2%
Management Fee
INZ Fund
1.6%Mercúrio Fund II, FCR
2%15%
Performance Fee
20%
Performance Fee
INZ Fund
15%Mercúrio Fund II, FCR
20%1%
Subscription Fee
2%
Subscription Fee
INZ Fund
1%Mercúrio Fund II, FCR
2%Not disclosed
Redemption Fee
Not disclosed
Redemption Fee
INZ Fund
Not disclosedMercúrio Fund II, FCR
Not disclosed6%
Hurdle Rate
5%
Hurdle Rate
INZ Fund
6%Mercúrio Fund II, FCR
5%Liquidity & Terms
End of Term
Redemption
End of Term
Redemption
INZ Fund
End of TermMercúrio Fund II, FCR
End of Term60 months
Lock-up Period
96 months
Lock-up Period
INZ Fund
60 monthsMercúrio Fund II, FCR
96 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
INZ Fund
Not disclosedMercúrio Fund II, FCR
Not disclosedPrivate Equity
Category
Private Equity
Category
INZ Fund
Private EquityMercúrio Fund II, FCR
Private EquityEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Lower Cost
INZ Fund
€53,000
Mercúrio Fund II, FCR
€70,000
Geographic Allocation
INZ Fund
Portugal
70%
Spain
30%
Mercúrio Fund II, FCR
Portugal
80%
International
20%
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 (Private Equity vs Private Equity), minimum investment amounts (€150,000 vs €100,000), management fees (1.6% vs 2%), and fund managers (STAG Fund Management vs Oxy Capital). 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: INZ Fund charges 15% performance fee while Mercúrio Fund II, FCR charges 20%. The overall value depends on your investment goals and expected returns.
INZ Fund requires a minimum investment of €150,000, while Mercúrio Fund II, FCR requires €100,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.
Both INZ Fund and Mercúrio Fund II, FCR 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.
Both funds focus on private equity, so compare their track records, management teams, fee structures, and specific investment strategies. Consider INZ Fund's approach managed by STAG Fund Management versus Mercúrio Fund II, FCR's strategy under Oxy Capital. Review their historical performance, redemption terms, and alignment with your investment timeline.
Redemption terms vary between funds. INZ Fund offers End of Term redemptions, while Mercúrio Fund II, FCR 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.
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