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Mercúrio Fund II, FCR vs Portugal Prime, FCR: 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) and Portugal Prime, FCR (managed by Biz Capital SGOIC) Portugal Golden Visa investment funds.

CriteriaMercúrio Fund II, FCRPortugal Prime, FCR
Verification StatusNot verifiedNot verified
Fund TypePrivate Equity & DebtPrivate Equity
Fund ManagerOxy CapitalBiz Capital SGOIC
Minimum Investment
€100,000
Best
€100,000
Target Return0% p.a.
2-0% p.a.
Best
Established20122024
Performance Fee Hurdle5%2%
Fund Size0M EUR100000000M EUR
Management Fee2%
0.2%
Best
Performance Fee
20%
Best
25%
Subscription Fee
2%
Best
N/A
Geographic Allocation
Portugal: 80%
Portugal: 100%
Redemption FrequencyEnd of TermN/A
Notice PeriodNoneN/A
Minimum Holding Period
120 months
Best
N/A
Term8 years8 years
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: Mercúrio Fund II, FCR vs Portugal Prime, FCR

What are the key differences between Mercúrio Fund II, FCR and Portugal Prime, FCR?

The main differences include investment focus (Private Equity & Debt vs Private Equity), minimum investment amounts (€100,000 vs €100,000), management fees (2% vs 0.2%), and fund managers (Oxy Capital vs Biz Capital SGOIC). Each fund has different risk profiles and return targets suited to different investor preferences.

Which fund has lower fees: Mercúrio Fund II, FCR or Portugal Prime, FCR?

Portugal Prime, FCR has the lower management fee at 0.2% compared to 2%. However, consider the total cost including performance fees: Mercúrio Fund II, FCR charges 20% performance fee while Portugal Prime, FCR charges 25%. The overall value depends on your investment goals and expected returns.

What is the minimum investment required for each fund?

Mercúrio Fund II, FCR requires a minimum investment of €100,000, while Portugal Prime, FCR requires €100,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.

Are both funds eligible for Portugal Golden Visa?

Yes, both Mercúrio Fund II, FCR and Portugal Prime, FCR are eligible for the Portugal Golden Visa program as they meet the minimum €500,000 investment requirement and are properly regulated investment funds. Investing in either fund can help you qualify for Portuguese residency through the Golden Visa route.

Should I choose a private equity & debt fund or a private equity fund?

The choice between private equity & debt (Mercúrio Fund II, FCR) and private equity (Portugal Prime, FCR) depends on your risk tolerance and investment goals. Private equity & debt investments typically offer different risk-return profiles compared to private equity. Consider your portfolio diversification needs and long-term investment strategy.

How often can I redeem from these funds?

Redemption terms vary between funds. Mercúrio Fund II, FCR offers End of Term redemptions, while Portugal Prime, FCR provides standard redemption opportunities. Check the specific notice periods and any redemption fees that may apply. Consider your liquidity needs when choosing between these options.

How is the data in this comparison verified?

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.