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Golden Visa Fund Comparison

Mercúrio Fund II, FCR vs PEEIF III - Portuguese Energy Efficiency Investment Fund III

Compare Mercúrio Fund II, FCR and PEEIF III - Portuguese Energy Efficiency Investment Fund III side-by-side: fees, terms, fund-stated objectives, risk bands, and Golden Visa evidence.

Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers. This is general information, not investment advice, a recommendation, or a suitability assessment.

Unverified Fund Data

Data for Mercúrio Fund II, FCR and PEEIF III - Portuguese Energy Efficiency Investment Fund III has not been independently verified through our verification program. Fees, returns, and terms shown are based on manager-reported information. Compare with caution and confirm all details directly with the fund manager.

Private Equity

Mercúrio Fund II, FCR

Managed by Oxy Capital

Unverified
VS
Clean Energy

PEEIF III - Portuguese Energy Efficiency Investment Fund III

Managed by Quadrantis Capital

Unverified

Key Differences at a Glance

Mercúrio Fund II, FCR has lower management fees and private equity exposure. PEEIF III - Portuguese Energy Efficiency Investment Fund III has a different entry point and clean energy exposure.

Based on each fund's own disclosed data (fund documents and public registers). These funds may follow different investment policies and carry different risk profiles, which affects how they compare. General information only — not investment advice, a personal recommendation, or a suitability assessment; Movingto does not assess which fund is suitable for you. Capital is at risk; confirm suitability with your own qualified adviser.

Key Financials

Min. Investment
Mercúrio Fund II, FCR
€100,000
PEEIF III - Portuguese Energy Efficiency Investment Fund III
€100,000
Fund-stated objective
Mercúrio Fund II, FCR
Not disclosed
PEEIF III - Portuguese Energy Efficiency Investment Fund III
8–10% p.a.

Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers.

Fund Size
Mercúrio Fund II, FCR
€50M
PEEIF III - Portuguese Energy Efficiency Investment Fund III
€25M
Established
Mercúrio Fund II, FCR
2025
PEEIF III - Portuguese Energy Efficiency Investment Fund III
2025

Fees & Costs

Management Fee
Mercúrio Fund II, FCR
2%
PEEIF III - Portuguese Energy Efficiency Investment Fund III
2.5%
Performance Fee
Mercúrio Fund II, FCR
20%
PEEIF III - Portuguese Energy Efficiency Investment Fund III
30%
Subscription Fee
Mercúrio Fund II, FCR
2%
PEEIF III - Portuguese Energy Efficiency Investment Fund III
None
Redemption Fee
Mercúrio Fund II, FCR
None
PEEIF III - Portuguese Energy Efficiency Investment Fund III
None
Hurdle Rate
Mercúrio Fund II, FCR
5%
PEEIF III - Portuguese Energy Efficiency Investment Fund III
8%

Liquidity & Terms

Redemption
Mercúrio Fund II, FCR
End of Term
PEEIF III - Portuguese Energy Efficiency Investment Fund III
Quarterly
Lock-up Period
Mercúrio Fund II, FCR
8 years
PEEIF III - Portuguese Energy Efficiency Investment Fund III
Not disclosed
Risk Band
Mercúrio Fund II, FCR
Aggressive
PEEIF III - Portuguese Energy Efficiency Investment Fund III
Balanced
Category
Mercúrio Fund II, FCR
Private Equity
PEEIF III - Portuguese Energy Efficiency Investment Fund III
Clean Energy

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Geographic Allocation

Mercúrio Fund II, FCR
Portugal
80%
International
20%
PEEIF III - Portuguese Energy Efficiency Investment Fund III: Not disclosed

Have questions about the process?

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Have questions about these funds?

Speak with our Golden Visa team for general information about these funds and the residency process. Movingto does not provide investment advice or recommend a specific fund.

Frequently Asked Questions

The main differences include investment focus (Private Equity vs Clean Energy), minimum investment amounts (€100,000 vs €100,000), management fees (2% vs 2.5%), and fund managers (Oxy Capital vs Quadrantis Capital). Each fund has a different risk profile and return target. This is general information, not a recommendation.

Mercúrio Fund II, FCR has the lower management fee at 2% compared to 2.5%. Also compare the performance fees: Mercúrio Fund II, FCR charges 20% while PEEIF III - Portuguese Energy Efficiency Investment Fund III charges 30%. The overall cost depends on each fund's full fee load and is only one factor among many.

Mercúrio Fund II, FCR requires a minimum investment of €100,000, while PEEIF III - Portuguese Energy Efficiency Investment Fund III requires €100,000. The Portugal Golden Visa fund route requires €500,000 in total qualifying investment (which can combine more than one fund); a fund's own minimum is separate from Golden Visa eligibility, which must be confirmed with Portuguese legal counsel.

Both Mercúrio Fund II, FCR and PEEIF III - Portuguese Energy Efficiency Investment Fund III are marketed by their managers as intended for the Portugal Golden Visa program. That is a manager statement, not a confirmation of eligibility: Golden Visa qualification is determined under Portugal's immigration rules (AIMA) and must be confirmed with Portuguese legal counsel before investing. Capital is at risk.

Private equity (Mercúrio Fund II, FCR) and clean energy (PEEIF III - Portuguese Energy Efficiency Investment Fund III) sit in different categories with different risk-return profiles. Compare their disclosed fees, lock-up, fund-stated objectives (which are not forecasts or guarantees), and strategies against your own circumstances. This is general information, not a recommendation; confirm suitability with your own qualified adviser.

Redemption terms vary between funds. Mercúrio Fund II, FCR's listed redemption frequency is End of Term, while PEEIF III - Portuguese Energy Efficiency Investment Fund III's is Quarterly. Check each fund's documents for frequency, notice periods, fees, and suspension conditions.

Fund data is reviewed against available sources including fund prospectuses, regulatory filings, and manager-provided information. Data freshness indicators show when each fund's information was last updated. Review the latest fund documents and qualified advisers before making investment decisions.