Golden Visa Fund Comparison
INZ Fund vs Optimize Portugal Golden Opportunities Fund
Compare INZ Fund and Optimize Portugal Golden Opportunities Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Private Equity
INZ Fund
Managed by STAG Fund Management
Unverified
VS
Other
Optimize Portugal Golden Opportunities Fund
Managed by Optimize Investment Partners
Unverified
Quick Decision Guide
Choose INZ Fund if you prioritize lower management fees and lower minimum investment. Choose Optimize Portugal Golden Opportunities Fund if you prefer other exposure.
Key Financials
€150,000Best
Min. Investment
€500,000
Min. Investment
INZ Fund
€150,000Optimize Portugal Golden Opportunities Fund
€500,0008% p.a.Best
Target Return
Not disclosed
Target Return
INZ Fund
8% p.a.Optimize Portugal Golden Opportunities Fund
Not disclosed€50M
Fund Size
€216M
Fund Size
INZ Fund
€50MOptimize Portugal Golden Opportunities Fund
€216M2023
Established
2021
Established
INZ Fund
2023Optimize Portugal Golden Opportunities Fund
2021Fees & Costs
1.6%Best
Management Fee
1.8%
Management Fee
INZ Fund
1.6%Optimize Portugal Golden Opportunities Fund
1.8%15%
Performance Fee
None
Performance Fee
INZ Fund
15%Optimize Portugal Golden Opportunities Fund
None1%
Subscription Fee
1%
Subscription Fee
INZ Fund
1%Optimize Portugal Golden Opportunities Fund
1%Not disclosed
Redemption Fee
Not disclosed
Redemption Fee
INZ Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosed6%
Hurdle Rate
Not disclosed
Hurdle Rate
INZ Fund
6%Optimize Portugal Golden Opportunities Fund
Not disclosedLiquidity & Terms
End of Term
Redemption
Daily
Redemption
INZ Fund
End of TermOptimize Portugal Golden Opportunities Fund
Daily60 months
Lock-up Period
60 months
Lock-up Period
INZ Fund
60 monthsOptimize Portugal Golden Opportunities Fund
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
INZ Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosedPrivate Equity
Category
Other
Category
INZ Fund
Private EquityOptimize Portugal Golden Opportunities Fund
OtherEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Lower Cost
INZ Fund
€53,000
Optimize Portugal Golden Opportunities Fund
€59,000
Geographic Allocation
INZ Fund
Portugal
70%
Spain
30%
Optimize Portugal Golden Opportunities Fund
Portugal
90%
Other / Iberia & EU (incl. Spain)
10%
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 Other), minimum investment amounts (€150,000 vs €500,000), management fees (1.6% vs 1.8%), and fund managers (STAG Fund Management vs Optimize Investment Partners). 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 1.8%. However, consider the total cost including performance fees: INZ Fund charges 15% performance fee while Optimize Portugal Golden Opportunities Fund charges None. The overall value depends on your investment goals and expected returns.
INZ Fund requires a minimum investment of €150,000, while Optimize Portugal Golden Opportunities Fund requires €500,000. 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 Optimize Portugal Golden Opportunities Fund 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.
The choice between private equity (INZ Fund) and other (Optimize Portugal Golden Opportunities Fund) depends on your risk tolerance and investment goals. Private equity investments typically offer different risk-return profiles compared to other. Consider your portfolio diversification needs and long-term investment strategy.
Redemption terms vary between funds. INZ Fund offers End of Term redemptions, while Optimize Portugal Golden Opportunities Fund provides Daily 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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