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

INZ Fund vs Mercúrio Fund II, FCR: Portugal Golden Visa Fund Comparison

Compare Investment Fees, Minimum Investment, and Performance Metrics

Detailed side-by-side analysis of INZ Fund (managed by STAG Fund Management SCR, S.A.) and Mercúrio Fund II, FCR (managed by Oxy Capital – SGOIC, S.A.) Portugal Golden Visa investment funds.

CriteriaINZ FundMercúrio Fund II, FCR
Fund TypePrivate EquityPrivate Equity & Debt
Fund ManagerSTAG Fund Management SCR, S.A.Oxy Capital – SGOIC, S.A.
Minimum Investment€500,000€100,000
Target Annual Return8% annuallyMid-teens per year (gross)
Established20242024
Performance Fee Hurdle8%8%
Fund Size50M EUR0M EUR
Management Fee2%2%
Performance Fee20%20%
Subscription FeeN/A3%
Geographic Allocation
Portugal: 100%
Portugal: 60%
Other: 40%
Redemption FrequencyEnd of TermEnd of Term
Notice PeriodNoneNone
Minimum Holding Period96 months120 months
Term8 years10 years
Tags
Private EquityRenewable EnergySolarGolden Visa EligiblePortugalClosed Ended€350k-€500k (subscription min only; GV still requires €500k total)High-risk> 5% annual yield5-10 year lock-up> 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 EligiblePrivate EquityDebtSpecial SituationsSMEsMid-CapClosed EndedLong TermPortugalFund subscription minimumsHigh-risk5-10 year lock-up> 1.5% 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

Related Fund Comparisons

3CC Portugal Golden Income Fund vs Emerald Green Fund

Multi-AssetvsPrivate Equity
3 Comma Capital SCR, S.A.•STAG Fund Management SCR, S.A.
€100,000vs€500,000

3CC Portugal Golden Income Fund vs Flex Space Fund

Multi-AssetvsPrivate Equity
3 Comma Capital SCR, S.A.•Insula Capital SGOIC
€100,000vs€100,000

3CC Portugal Golden Income Fund vs Global European Cinema Fund (GECF)

Multi-AssetvsPrivate Equity
3 Comma Capital SCR, S.A.•Quadrantis Capital
€100,000vs€200,000

3CC Portugal Golden Income Fund vs Growth Blue Fund

Multi-AssetvsPrivate Equity
3 Comma Capital SCR, S.A.•Growth Partners Capital, S.A.
€100,000vs€100,000

3CC Portugal Golden Income Fund vs INZ Fund

Multi-AssetvsPrivate Equity
3 Comma Capital SCR, S.A.•STAG Fund Management SCR, S.A.
€100,000vs€500,000

3CC Portugal Golden Income Fund vs Mercúrio Fund II, FCR

Multi-AssetvsPrivate Equity & Debt
3 Comma Capital SCR, S.A.•Oxy Capital – SGOIC, S.A.
€100,000vs€100,000
View All Fund Comparisons

Frequently Asked Questions: INZ Fund vs Mercúrio Fund II, FCR