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Golden Visa Fund Comparison

INZ Fund vs Pela Terra II Regenerate Fund

Compare INZ Fund and Pela Terra II Regenerate Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.

Private Equity

INZ Fund

Managed by STAG Fund Management

Unverified
VS
Private Equity

Pela Terra II Regenerate Fund

Managed by STAG Fund Management SCR S.A.

Unverified

Quick Decision Guide

Choose INZ Fund if you prioritize lower management fees and lower minimum investment. Choose Pela Terra II Regenerate Fund if you prefer its unique strategy and approach.

Key Financials

Min. Investment
INZ Fund
€150,000
Best
Pela Terra II Regenerate Fund
€500,000
Target Return
INZ Fund
8% p.a.
Pela Terra II Regenerate Fund
8–10% p.a.
Best
Fund Size
INZ Fund
€50M
Pela Terra II Regenerate Fund
€100M
Established
INZ Fund
2023
Pela Terra II Regenerate Fund
2024

Fees & Costs

Management Fee
INZ Fund
1.6%
Best
Pela Terra II Regenerate Fund
2%
Performance Fee
INZ Fund
15%
Pela Terra II Regenerate Fund
20%
Subscription Fee
INZ Fund
1%
Pela Terra II Regenerate Fund
2%
Redemption Fee
INZ Fund
Not disclosed
Pela Terra II Regenerate Fund
Not disclosed
Hurdle Rate
INZ Fund
6%
Pela Terra II Regenerate Fund
Not disclosed

Liquidity & Terms

Redemption
INZ Fund
End of Term
Pela Terra II Regenerate Fund
End of Term
Lock-up Period
INZ Fund
60 months
Pela Terra II Regenerate Fund
96 months
Risk Band
INZ Fund
Not disclosed
Pela Terra II Regenerate Fund
Not disclosed
Category
INZ Fund
Private Equity
Pela Terra II Regenerate Fund
Private Equity

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

Lower Cost
INZ Fund
€53,000
Pela Terra II Regenerate Fund
€70,000

Geographic Allocation

INZ Fund
Portugal
70%
Spain
30%
Pela Terra II Regenerate Fund
Portugal
100%

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 Private Equity), minimum investment amounts (€150,000 vs €500,000), management fees (1.6% vs 2%), and fund managers (STAG Fund Management vs STAG Fund Management SCR S.A.). 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 2%. However, consider the total cost including performance fees: INZ Fund charges 15% performance fee while Pela Terra II Regenerate Fund charges 20%. The overall value depends on your investment goals and expected returns.

INZ Fund requires a minimum investment of €150,000, while Pela Terra II Regenerate 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 Pela Terra II Regenerate 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.

Both funds focus on private equity, so compare their track records, management teams, fee structures, and specific investment strategies. Consider INZ Fund's approach managed by STAG Fund Management versus Pela Terra II Regenerate Fund's strategy under STAG Fund Management SCR S.A.. Review their historical performance, redemption terms, and alignment with your investment timeline.

Redemption terms vary between funds. INZ Fund offers End of Term redemptions, while Pela Terra II Regenerate Fund 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.

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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