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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, 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 Portugal Investment 1 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
Private Equity

Portugal Investment 1

Managed by Saratoga Capital

Unverified

Key Differences at a Glance

Mercúrio Fund II, FCR has lower minimum investment. Portugal Investment 1 has lower management fees.

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
Portugal Investment 1
€150,000
Fund-stated objective
Mercúrio Fund II, FCR
Not disclosed
Portugal Investment 1
8–11% 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
Portugal Investment 1
€50M
Established
Mercúrio Fund II, FCR
2025
Portugal Investment 1
2021

Fees & Costs

Management Fee
Mercúrio Fund II, FCR
2%
Portugal Investment 1
1.5%
Performance Fee
Mercúrio Fund II, FCR
20%
Portugal Investment 1
20%
Subscription Fee
Mercúrio Fund II, FCR
2%
Portugal Investment 1
None
Redemption Fee
Mercúrio Fund II, FCR
None
Portugal Investment 1
5%
Hurdle Rate
Mercúrio Fund II, FCR
5%
Portugal Investment 1
5%

Liquidity & Terms

Redemption
Mercúrio Fund II, FCR
End of Term
Portugal Investment 1
Annually
Lock-up Period
Mercúrio Fund II, FCR
8 years
Portugal Investment 1
6 years
Risk Band
Mercúrio Fund II, FCR
Aggressive
Portugal Investment 1
Conservative
Category
Mercúrio Fund II, FCR
Private Equity
Portugal Investment 1
Private Equity

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Geographic Allocation

Mercúrio Fund II, FCR
Portugal
80%
International
20%
Portugal Investment 1
Portugal
100%

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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 Private Equity), minimum investment amounts (€100,000 vs €150,000), management fees (2% vs 1.5%), and fund managers (Oxy Capital vs Saratoga Capital). Each fund has a different risk profile and return target. This is general information, not a recommendation.

Portugal Investment 1 has the lower management fee at 1.5% compared to 2%. Also compare the performance fees: Mercúrio Fund II, FCR charges 20% while Portugal Investment 1 charges 20%. 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 Portugal Investment 1 requires €150,000. 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 Portugal Investment 1 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.

Both funds focus on private equity. Compare their track records, management teams, fee structures, and specific investment strategies — Mercúrio Fund II, FCR's approach managed by Oxy Capital versus Portugal Investment 1's strategy under Saratoga Capital — alongside their redemption terms and fund-stated objectives. 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 Portugal Investment 1's is Annually. 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.

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