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INZ Fund vs Optimize Portugal Golden Opportunities Fund: 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 Optimize Portugal Golden Opportunities Fund (managed by Optimize Investment Partners) Portugal Golden Visa investment funds.

CriteriaINZ FundOptimize Portugal Golden Opportunities Fund
Fund TypePrivate EquityBalanced
Fund ManagerSTAG Fund Management SCR, S.A.Optimize Investment Partners
Minimum Investment€500,000€500,000
Target Annual Return8% annually4.2% annually
Established20242008
Performance Fee Hurdle8%4.2%
Fund Size50M EUR0M EUR
Management Fee2%0%
Performance Fee20%0%
Geographic Allocation
Portugal: 100%
Portugal: 100%
Redemption FrequencyEnd of TermDaily
Notice PeriodNone5 days
Minimum Holding Period96 months60 months
Term8 yearsPerpetual (open-ended)
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 EligibleEquitiesBondsBalancedLiquidUCITSQEF EligibleDaily NAVNo Lock-UpOpen Ended€350k-€500k (subscription min only; GV still requires €500k total)Low-risk3-5% annual yield< 1% 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

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Frequently Asked Questions: INZ Fund vs Optimize Portugal Golden Opportunities Fund