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Golden Visa Fund Comparison

New Frontiers Energy Fund II vs Optimize Portugal Golden Opportunities Fund

Compare New Frontiers Energy Fund II and Optimize Portugal Golden Opportunities Fund 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 New Frontiers Energy Fund II and Optimize Portugal Golden Opportunities Fund 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

New Frontiers Energy Fund II

Managed by New Frontiers Energy Fund

Unverified
VS
Other

Optimize Portugal Golden Opportunities Fund

Managed by Optimize Investment Partners

Unverified

Key Differences at a Glance

New Frontiers Energy Fund II has lower management fees and lower minimum investment. Optimize Portugal Golden Opportunities Fund has other 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
New Frontiers Energy Fund II
€100,000
Optimize Portugal Golden Opportunities Fund
€500,000
Fund-stated objective
New Frontiers Energy Fund II
10–12% p.a.
Optimize Portugal Golden Opportunities Fund
Not disclosed

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
New Frontiers Energy Fund II
Not disclosed
Optimize Portugal Golden Opportunities Fund
€380M
Established
New Frontiers Energy Fund II
2023
Optimize Portugal Golden Opportunities Fund
2021

Fees & Costs

Management Fee
New Frontiers Energy Fund II
1.5%
Optimize Portugal Golden Opportunities Fund
1.8%
Performance Fee
New Frontiers Energy Fund II
25%
Optimize Portugal Golden Opportunities Fund
None
Subscription Fee
New Frontiers Energy Fund II
1.25%
Optimize Portugal Golden Opportunities Fund
1%
Redemption Fee
New Frontiers Energy Fund II
None
Optimize Portugal Golden Opportunities Fund
Not disclosed
Hurdle Rate
New Frontiers Energy Fund II
10%
Optimize Portugal Golden Opportunities Fund
Not disclosed

Liquidity & Terms

Redemption
New Frontiers Energy Fund II
End of Term
Optimize Portugal Golden Opportunities Fund
Daily
Lock-up Period
New Frontiers Energy Fund II
7 years
Optimize Portugal Golden Opportunities Fund
No lock-up
Risk Band
New Frontiers Energy Fund II
Conservative
Optimize Portugal Golden Opportunities Fund
Aggressive
Category
New Frontiers Energy Fund II
Private Equity
Optimize Portugal Golden Opportunities Fund
Other

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Geographic Allocation

New Frontiers Energy Fund II: Not disclosed
Optimize Portugal Golden Opportunities Fund
Portugal
85%
Other / Iberia & EU (incl. Spain)
15%

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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 Other), minimum investment amounts (€100,000 vs €500,000), management fees (1.5% vs 1.8%), and fund managers (New Frontiers Energy Fund vs Optimize Investment Partners). Each fund has a different risk profile and return target. This is general information, not a recommendation.

New Frontiers Energy Fund II has the lower management fee at 1.5% compared to 1.8%. Also compare the performance fees: New Frontiers Energy Fund II charges 25% while Optimize Portugal Golden Opportunities Fund charges None. The overall cost depends on each fund's full fee load and is only one factor among many.

New Frontiers Energy Fund II requires a minimum investment of €100,000, while Optimize Portugal Golden Opportunities Fund requires €500,000. 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 New Frontiers Energy Fund II and Optimize Portugal Golden Opportunities Fund 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 (New Frontiers Energy Fund II) and other (Optimize Portugal Golden Opportunities Fund) 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. New Frontiers Energy Fund II's listed redemption frequency is End of Term, while Optimize Portugal Golden Opportunities Fund's is Daily. 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.