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Golden Visa Fund Comparison

Lince Yield Fund, FCR vs Optimize Portugal Golden Opportunities Fund

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

Debt

Lince Yield Fund, FCR

Managed by Lince Capital, SCR, S.A.

Verified Partner
VS
Other

Optimize Portugal Golden Opportunities Fund

Managed by Optimize Investment Partners

Unverified

Quick Decision Guide

Choose Lince Yield Fund, FCR if you prioritize lower minimum investment and debt exposure. Choose Optimize Portugal Golden Opportunities Fund if you prefer lower management fees and other exposure.

Key Financials

Min. Investment
Lince Yield Fund, FCR
€100,000
Best
Optimize Portugal Golden Opportunities Fund
€500,000
Target Return
Lince Yield Fund, FCR
Not disclosed
Optimize Portugal Golden Opportunities Fund
Not disclosed
Fund Size
Lince Yield Fund, FCR
€20M
Optimize Portugal Golden Opportunities Fund
€216M
Established
Lince Yield Fund, FCR
2025
Optimize Portugal Golden Opportunities Fund
2021

Fees & Costs

Management Fee
Lince Yield Fund, FCR
2%
Optimize Portugal Golden Opportunities Fund
1.8%
Best
Performance Fee
Lince Yield Fund, FCR
20%
Optimize Portugal Golden Opportunities Fund
None
Subscription Fee
Lince Yield Fund, FCR
Not disclosed
Optimize Portugal Golden Opportunities Fund
1%
Redemption Fee
Lince Yield Fund, FCR
Not disclosed
Optimize Portugal Golden Opportunities Fund
Not disclosed
Hurdle Rate
Lince Yield Fund, FCR
5%
Optimize Portugal Golden Opportunities Fund
Not disclosed

Liquidity & Terms

Redemption
Lince Yield Fund, FCR
End of Term
Optimize Portugal Golden Opportunities Fund
Daily
Lock-up Period
Lince Yield Fund, FCR
72 months
Optimize Portugal Golden Opportunities Fund
60 months
Risk Band
Lince Yield Fund, FCR
Not disclosed
Optimize Portugal Golden Opportunities Fund
Not disclosed
Category
Lince Yield Fund, FCR
Debt
Optimize Portugal Golden Opportunities Fund
Other

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

Lince Yield Fund, FCR
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

Lince Yield Fund, FCR
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 (Debt vs Other), minimum investment amounts (€100,000 vs €500,000), management fees (2% vs 1.8%), and fund managers (Lince Capital, SCR, S.A. 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: Lince Yield Fund, FCR charges 20% performance fee while Optimize Portugal Golden Opportunities Fund charges None. The overall value depends on your investment goals and expected returns.

Lince Yield Fund, FCR requires a minimum investment of €100,000, 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 Lince Yield Fund, FCR 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 debt (Lince Yield Fund, FCR) and other (Optimize Portugal Golden Opportunities Fund) depends on your risk tolerance and investment goals. Debt 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. Lince Yield Fund, FCR offers End of Term 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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