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Golden Visa Fund Comparison

INZ Fund vs Portugal Liquid Opportunities, FCR

Compare INZ Fund and Portugal Liquid Opportunities, FCR side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.

Private Equity

INZ Fund

Managed by STAG Fund Management

Unverified
VS
Other

Portugal Liquid Opportunities, FCR

Managed by Oxy Capital

Unverified

Quick Decision Guide

Choose INZ Fund if you prioritize private equity exposure. Choose Portugal Liquid Opportunities, FCR if you prefer lower management fees and manageable entry point.

Key Financials

Min. Investment
INZ Fund
€150,000
Portugal Liquid Opportunities, FCR
€100,000
Best
Target Return
INZ Fund
8% p.a.
Portugal Liquid Opportunities, FCR
8–10% p.a.
Best
Fund Size
INZ Fund
€50M
Portugal Liquid Opportunities, FCR
Not disclosed
Established
INZ Fund
2023
Portugal Liquid Opportunities, FCR
2012

Fees & Costs

Management Fee
INZ Fund
1.6%
Portugal Liquid Opportunities, FCR
1.2%
Best
Performance Fee
INZ Fund
15%
Portugal Liquid Opportunities, FCR
20%
Subscription Fee
INZ Fund
1%
Portugal Liquid Opportunities, FCR
2%
Redemption Fee
INZ Fund
Not disclosed
Portugal Liquid Opportunities, FCR
Not disclosed
Hurdle Rate
INZ Fund
6%
Portugal Liquid Opportunities, FCR
5%

Liquidity & Terms

Redemption
INZ Fund
End of Term
Portugal Liquid Opportunities, FCR
Weekly
Lock-up Period
INZ Fund
60 months
Portugal Liquid Opportunities, FCR
Not disclosed
Risk Band
INZ Fund
Not disclosed
Portugal Liquid Opportunities, FCR
Not disclosed
Category
INZ Fund
Private Equity
Portugal Liquid Opportunities, FCR
Other

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

INZ Fund
€53,000
Lower Cost
Portugal Liquid Opportunities, FCR
€46,000

Geographic Allocation

INZ Fund
Portugal
70%
Spain
30%
Portugal Liquid Opportunities, FCR
Portugal
65%
International
35%

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 €100,000), management fees (1.6% vs 1.2%), and fund managers (STAG Fund Management vs Oxy Capital). Each fund has different risk profiles and return targets suited to different investor preferences.

Portugal Liquid Opportunities, FCR has the lower management fee at 1.2% compared to 1.6%. However, consider the total cost including performance fees: INZ Fund charges 15% performance fee while Portugal Liquid Opportunities, FCR charges 20%. The overall value depends on your investment goals and expected returns.

INZ Fund requires a minimum investment of €150,000, while Portugal Liquid Opportunities, FCR requires €100,000. 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 Portugal Liquid Opportunities, FCR 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 (Portugal Liquid Opportunities, FCR) 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 Portugal Liquid Opportunities, FCR provides Weekly 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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