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Golden Visa Fund Comparison

Lakeview Fund vs Optimize Portugal Golden Opportunities Fund

Compare Lakeview Fund and Optimize Portugal Golden Opportunities Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.

Infrastructure

Lakeview Fund

Managed by Visadoro

Unverified
VS
Other

Optimize Portugal Golden Opportunities Fund

Managed by Optimize Investment Partners

Unverified

Quick Decision Guide

Choose Lakeview Fund if you prioritize infrastructure exposure. Choose Optimize Portugal Golden Opportunities Fund if you prefer lower management fees and manageable entry point.

Key Financials

Min. Investment
Lakeview Fund
€650,000
Optimize Portugal Golden Opportunities Fund
€500,000
Best
Target Return
Lakeview Fund
10% p.a.
Optimize Portugal Golden Opportunities Fund
Not disclosed
Fund Size
Lakeview Fund
€27M
Optimize Portugal Golden Opportunities Fund
€216M
Established
Lakeview Fund
2024
Optimize Portugal Golden Opportunities Fund
2021

Fees & Costs

Management Fee
Lakeview Fund
2%
Optimize Portugal Golden Opportunities Fund
1.8%
Best
Performance Fee
Lakeview Fund
20%
Optimize Portugal Golden Opportunities Fund
None
Subscription Fee
Lakeview Fund
Not disclosed
Optimize Portugal Golden Opportunities Fund
1%
Redemption Fee
Lakeview Fund
Not disclosed
Optimize Portugal Golden Opportunities Fund
Not disclosed
Hurdle Rate
Lakeview Fund
Not disclosed
Optimize Portugal Golden Opportunities Fund
Not disclosed

Liquidity & Terms

Redemption
Lakeview Fund
Not specified
Optimize Portugal Golden Opportunities Fund
Daily
Best
Lock-up Period
Lakeview Fund
Not disclosed
Optimize Portugal Golden Opportunities Fund
60 months
Risk Band
Lakeview Fund
Not disclosed
Optimize Portugal Golden Opportunities Fund
Not disclosed
Category
Lakeview Fund
Infrastructure
Optimize Portugal Golden Opportunities Fund
Other

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

Lakeview Fund
Fees not disclosed
Optimize Portugal Golden Opportunities Fund
€59,000

Cost comparison unavailable — one or more funds have not disclosed their fee structure.

Geographic Allocation

Lakeview Fund
Portugal
100%
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 (Infrastructure vs Other), minimum investment amounts (€650,000 vs €500,000), management fees (2% vs 1.8%), and fund managers (Visadoro vs Optimize Investment Partners). Each fund has different risk profiles and return targets suited to different investor preferences.

Optimize Portugal Golden Opportunities Fund has the lower management fee at 1.8% compared to 2%. However, consider the total cost including performance fees: Lakeview Fund charges 20% performance fee while Optimize Portugal Golden Opportunities Fund charges None. The overall value depends on your investment goals and expected returns.

Lakeview Fund requires a minimum investment of €650,000, 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 Lakeview 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 infrastructure (Lakeview Fund) and other (Optimize Portugal Golden Opportunities Fund) depends on your risk tolerance and investment goals. Infrastructure 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. Lakeview Fund offers standard 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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