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Mercúrio Fund II, FCR vs Optimize Portugal Golden Opportunities Fund: Portugal Golden Visa Fund Comparison

Compare Investment Fees, Minimum Investment, and Performance Metrics

Detailed side-by-side analysis of Mercúrio Fund II, FCR (managed by Oxy Capital – SGOIC, S.A.) and Optimize Portugal Golden Opportunities Fund (managed by Optimize Investment Partners) Portugal Golden Visa investment funds.

CriteriaMercúrio Fund II, FCROptimize Portugal Golden Opportunities Fund
Fund TypePrivate Equity & DebtBalanced
Fund ManagerOxy Capital – SGOIC, S.A.Optimize Investment Partners
Minimum Investment€100,000€500,000
Target Annual ReturnMid-teens per year (gross)4.2% annually
Established20242008
Performance Fee Hurdle8%4.2%
Fund Size0M EUR0M EUR
Management Fee2%0%
Performance Fee20%0%
Subscription Fee3%N/A
Geographic Allocation
Portugal: 60%
Other: 40%
Portugal: 100%
Redemption FrequencyEnd of TermDaily
Notice PeriodNone5 days
Minimum Holding Period120 months60 months
Term10 yearsPerpetual (open-ended)
Tags
Golden Visa EligiblePrivate EquityDebtSpecial SituationsSMEsMid-CapClosed EndedLong TermPortugalFund subscription minimumsHigh-risk5-10 year lock-up> 1.5% management feeSmall-cap < €50MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Golden Visa EligibleEquitiesBondsBalancedLiquidUCITSQEF EligibleDaily NAVNo Lock-UpOpen Ended€350k-€500k (subscription min only; GV still requires €500k total)Low-risk3-5% annual yield< 1% management feeSmall-cap < €50MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Data Last Verified
Very Fresh
Very Fresh

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Frequently Asked Questions: Mercúrio Fund II, FCR vs Optimize Portugal Golden Opportunities Fund