Golden Visa Fund Comparison
Mercúrio Fund II, FCR vs Portugal Investment 1
Compare Mercúrio Fund II, FCR and Portugal Investment 1 side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Private Equity
Mercúrio Fund II, FCR
Managed by Oxy Capital
Verified Partner
VS
Private Equity
Portugal Investment 1
Managed by Saratoga Capital
Unverified
Quick Decision Guide
Choose Mercúrio Fund II, FCR if you prioritize lower minimum investment. Choose Portugal Investment 1 if you prefer lower management fees.
Key Financials
€100,000Best
Min. Investment
€500,000
Min. Investment
Mercúrio Fund II, FCR
€100,000Portugal Investment 1
€500,000Not disclosed
Target Return
Best8–11% p.a.
Target Return
Mercúrio Fund II, FCR
Not disclosedPortugal Investment 1
8–11% p.a.€50M
Fund Size
€50M
Fund Size
Mercúrio Fund II, FCR
€50MPortugal Investment 1
€50M2025
Established
2025
Established
Mercúrio Fund II, FCR
2025Portugal Investment 1
2025Fees & Costs
2%
Management Fee
Best1%
Management Fee
Mercúrio Fund II, FCR
2%Portugal Investment 1
1%20%
Performance Fee
20%
Performance Fee
Mercúrio Fund II, FCR
20%Portugal Investment 1
20%2%
Subscription Fee
Not disclosed
Subscription Fee
Mercúrio Fund II, FCR
2%Portugal Investment 1
Not disclosedNot disclosed
Redemption Fee
Not disclosed
Redemption Fee
Mercúrio Fund II, FCR
Not disclosedPortugal Investment 1
Not disclosed5%
Hurdle Rate
Not disclosed
Hurdle Rate
Mercúrio Fund II, FCR
5%Portugal Investment 1
Not disclosedLiquidity & Terms
End of Term
Redemption
Not Available
Redemption
Mercúrio Fund II, FCR
End of TermPortugal Investment 1
Not Available96 months
Lock-up Period
Not disclosed
Lock-up Period
Mercúrio Fund II, FCR
96 monthsPortugal Investment 1
Not disclosedNot disclosed
Risk Band
Not disclosed
Risk Band
Mercúrio Fund II, FCR
Not disclosedPortugal Investment 1
Not disclosedPrivate Equity
Category
Private Equity
Category
Mercúrio Fund II, FCR
Private EquityPortugal Investment 1
Private EquityEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Mercúrio Fund II, FCR
€70,000
Portugal Investment 1
Fees not disclosed
Cost comparison unavailable — one or more funds have not disclosed their fee structure.
Geographic Allocation
Mercúrio Fund II, FCR
Portugal
80%
International
20%
Portugal Investment 1
Portugal
100%
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 (Private Equity vs Private Equity), minimum investment amounts (€100,000 vs €500,000), management fees (2% vs 1%), and fund managers (Oxy Capital vs Saratoga Capital). Each fund has different risk profiles and return targets suited to different investor preferences.
Portugal Investment 1 has the lower management fee at 1% compared to 2%. However, consider the total cost including performance fees: Mercúrio Fund II, FCR charges 20% performance fee while Portugal Investment 1 charges 20%. The overall value depends on your investment goals and expected returns.
Mercúrio Fund II, FCR requires a minimum investment of €100,000, while Portugal Investment 1 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 Mercúrio Fund II, FCR and Portugal Investment 1 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.
Both funds focus on private equity, so compare their track records, management teams, fee structures, and specific investment strategies. Consider Mercúrio Fund II, FCR's approach managed by Oxy Capital versus Portugal Investment 1's strategy under Saratoga Capital. Review their historical performance, redemption terms, and alignment with your investment timeline.
Redemption terms vary between funds. Mercúrio Fund II, FCR offers End of Term redemptions, while Portugal Investment 1 provides Not Available 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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