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INZ Fund vs Steady Growth Investment 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) and Steady Growth Investment Fund (managed by Celtis Venture Partners) Portugal Golden Visa investment funds.

CriteriaINZ FundSteady Growth Investment Fund
Verification StatusNot verifiedNot verified
Fund TypePrivate EquityMulti-Asset
Fund ManagerSTAG Fund ManagementCeltis Venture Partners
Minimum Investment
€150,000
Best
€500,000
Target Return
8% p.a.
Best
0% p.a.
Established20242025
Performance Fee Hurdle6%0%
Fund Size50000000M EUR0M EUR
Management Fee1.6%
0%
Best
Performance Fee15%
0%
Best
Subscription Fee
1%
Best
N/A
Geographic Allocation
Portugal: 70%
Spain: 30%
Portugal: 60%
Europe: 15%
Global: 15%
USA: 5%
Other: 5%
Redemption FrequencyEnd of TermEnd of Term
Notice PeriodNone
30 days
Best
Minimum Holding PeriodNoneNone
Term8 yearsPerpetual (open-ended)
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: INZ Fund vs Steady Growth Investment Fund

What are the key differences between INZ Fund and Steady Growth Investment Fund?

The main differences include investment focus (Private Equity vs Multi-Asset), minimum investment amounts (€150,000 vs €500,000), management fees (1.6% vs 0%), and fund managers (STAG Fund Management vs Celtis Venture Partners). Each fund has different risk profiles and return targets suited to different investor preferences.

Which fund has lower fees: INZ Fund or Steady Growth Investment Fund?

Steady Growth Investment Fund has the lower management fee at 0% compared to 1.6%. However, consider the total cost including performance fees: INZ Fund charges 15% performance fee while Steady Growth Investment Fund charges 0%. 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 Steady Growth Investment 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.

Are both funds eligible for Portugal Golden Visa?

Yes, both INZ Fund and Steady Growth Investment Fund 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 multi-asset fund?

The choice between private equity (INZ Fund) and multi-asset (Steady Growth Investment Fund) depends on your risk tolerance and investment goals. Private equity investments typically offer different risk-return profiles compared to multi-asset. 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 Steady Growth Investment 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.

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.