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Golden Visa Fund Comparison

INZ Fund vs Mercúrio Fund II, FCR

Compare INZ Fund and Mercúrio Fund II, FCR side-by-side: fees, terms, fund-stated objectives, risk bands, and Golden Visa evidence.

Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers. This is general information, not investment advice, a recommendation, or a suitability assessment.

Unverified Fund Data

Data for INZ Fund and Mercúrio Fund II, FCR has not been independently verified through our verification program. Fees, returns, and terms shown are based on manager-reported information. Compare with caution and confirm all details directly with the fund manager.

Private Equity

INZ Fund

Managed by STAG Fund Management

Unverified
VS
Private Equity

Mercúrio Fund II, FCR

Managed by Oxy Capital

Unverified

Key Differences at a Glance

INZ Fund has lower management fees. Mercúrio Fund II, FCR has a different entry point.

Based on each fund's own disclosed data (fund documents and public registers). These funds may follow different investment policies and carry different risk profiles, which affects how they compare. General information only — not investment advice, a personal recommendation, or a suitability assessment; Movingto does not assess which fund is suitable for you. Capital is at risk; confirm suitability with your own qualified adviser.

Key Financials

Min. Investment
INZ Fund
€150,000
Mercúrio Fund II, FCR
€100,000
Fund-stated objective
INZ Fund
8% p.a.
Mercúrio Fund II, FCR
Not disclosed

Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers.

Fund Size
INZ Fund
€50M
Mercúrio Fund II, FCR
€50M
Established
INZ Fund
2023
Mercúrio Fund II, FCR
2025

Fees & Costs

Management Fee
INZ Fund
1.6%
Mercúrio Fund II, FCR
2%
Performance Fee
INZ Fund
15%
Mercúrio Fund II, FCR
20%
Subscription Fee
INZ Fund
1%
Mercúrio Fund II, FCR
2%
Redemption Fee
INZ Fund
None
Mercúrio Fund II, FCR
None
Hurdle Rate
INZ Fund
6%
Mercúrio Fund II, FCR
5%

Liquidity & Terms

Redemption
INZ Fund
End of Term
Mercúrio Fund II, FCR
End of Term
Lock-up Period
INZ Fund
Not disclosed
Mercúrio Fund II, FCR
8 years
Risk Band
INZ Fund
Balanced
Mercúrio Fund II, FCR
Aggressive
Category
INZ Fund
Private Equity
Mercúrio Fund II, FCR
Private Equity

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Geographic Allocation

INZ Fund
Portugal
70%
Spain
30%
Mercúrio Fund II, FCR
Portugal
80%
International
20%

Have questions about the process?

Our team can answer questions about these funds and the Golden Visa process on a free 15-minute call. We provide information, not investment advice.

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Have questions about these funds?

Speak with our Golden Visa team for general information about these funds and the residency process. Movingto does not provide investment advice or recommend a specific fund.

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 a different risk profile and return target. This is general information, not a recommendation.

INZ Fund has the lower management fee at 1.6% compared to 2%. Also compare the performance fees: INZ Fund charges 15% while Mercúrio Fund II, FCR charges 20%. The overall cost depends on each fund's full fee load and is only one factor among many.

INZ Fund requires a minimum investment of €150,000, while Mercúrio Fund II, FCR requires €100,000. The Portugal Golden Visa fund route requires €500,000 in total qualifying investment (which can combine more than one fund); a fund's own minimum is separate from Golden Visa eligibility, which must be confirmed with Portuguese legal counsel.

Both INZ Fund and Mercúrio Fund II, FCR are marketed by their managers as intended for the Portugal Golden Visa program. That is a manager statement, not a confirmation of eligibility: Golden Visa qualification is determined under Portugal's immigration rules (AIMA) and must be confirmed with Portuguese legal counsel before investing. Capital is at risk.

Both funds focus on private equity. Compare their track records, management teams, fee structures, and specific investment strategies — INZ Fund's approach managed by STAG Fund Management versus Mercúrio Fund II, FCR's strategy under Oxy Capital — alongside their redemption terms and fund-stated objectives. This is general information, not a recommendation; confirm suitability with your own qualified adviser.

Redemption terms vary between funds. INZ Fund's listed redemption frequency is End of Term, while Mercúrio Fund II, FCR's is End of Term. Check each fund's documents for frequency, notice periods, fees, and suspension conditions.

Fund data is reviewed against available sources including fund prospectuses, regulatory filings, and manager-provided information. Data freshness indicators show when each fund's information was last updated. Review the latest fund documents and qualified advisers before making investment decisions.

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