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INZ Fund vs PEEIF II – Portuguese Energy Efficiency Investment Fund II: 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) and PEEIF II – Portuguese Energy Efficiency Investment Fund II (managed by Quadrantis Capital) Portugal Golden Visa investment funds.

Criteria
SF
INZ Fund
QC
PEEIF II – Portuguese Energy Efficiency Investment Fund II
Verification StatusNot verifiedNot verified
Fund TypePrivate EquityVenture Capital
Fund ManagerSTAG Fund ManagementQuadrantis Capital
Minimum Investment
€150,000
Best
€200,000
Target Return
8% p.a.
Best
6–8% p.a.
Established20242025
Performance Fee Hurdle6%6%
Fund Size€50000000M EURNot disclosed
Management Fee
1.6%
Best
2.5%
Performance Fee
15%
Best
30%
Subscription Fee
1%
Best
3%
Geographic Allocation
Portugal: 70%
Spain: 30%
N/A
Redemption FrequencyEnd of TermEnd of Term
Notice PeriodNoneNone
Minimum Holding PeriodNone
36 months
Best
Term8 years3 years
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: INZ Fund vs PEEIF II – Portuguese Energy Efficiency Investment Fund II

What are the key differences between INZ Fund and PEEIF II – Portuguese Energy Efficiency Investment Fund II?

The main differences include investment focus (Private Equity vs Venture Capital), minimum investment amounts (€150,000 vs €200,000), management fees (1.6% vs 2.5%), and fund managers (STAG Fund Management vs Quadrantis Capital). Each fund has different risk profiles and return targets suited to different investor preferences.

Which fund has lower fees: INZ Fund or PEEIF II – Portuguese Energy Efficiency Investment Fund II?

INZ Fund has the lower management fee at 1.6% compared to 2.5%. However, consider the total cost including performance fees: INZ Fund charges 15% performance fee while PEEIF II – Portuguese Energy Efficiency Investment Fund II charges 30%. The overall value depends on your investment goals and expected returns.

What is the minimum investment required for each fund?

INZ Fund requires a minimum investment of €150,000, while PEEIF II – Portuguese Energy Efficiency Investment Fund II requires €200,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.

Are both funds eligible for Portugal Golden Visa?

Yes, both INZ Fund and PEEIF II – Portuguese Energy Efficiency Investment Fund II are eligible for the Portugal Golden Visa program as they meet the minimum €500,000 investment requirement and are properly regulated investment funds. Investing in either fund can help you qualify for Portuguese residency through the Golden Visa route.

Should I choose a private equity fund or a venture capital fund?

The choice between private equity (INZ Fund) and venture capital (PEEIF II – Portuguese Energy Efficiency Investment Fund II) depends on your risk tolerance and investment goals. Private equity investments typically offer different risk-return profiles compared to venture capital. Consider your portfolio diversification needs and long-term investment strategy.

How often can I redeem from these funds?

Redemption terms vary between funds. INZ Fund offers End of Term redemptions, while PEEIF II – Portuguese Energy Efficiency Investment Fund II 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.

How is the data in this comparison verified?

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.