Golden Visa Fund Comparison

Optimize Portugal Golden Opportunities Fund vs PEEIF II – Portuguese Energy Efficiency Investment Fund II

Compare Optimize Portugal Golden Opportunities Fund and PEEIF II – Portuguese Energy Efficiency Investment Fund II side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.

Other

Optimize Portugal Golden Opportunities Fund

Managed by Optimize Investment Partners

Unverified

Venture Capital

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Managed by Quadrantis Capital – Sociedade de Capital de Risco, S.A.

Unverified

Quick Decision Guide

Choose Optimize Portugal Golden Opportunities Fund if you prioritize lower management fees and other exposure. Choose PEEIF II – Portuguese Energy Efficiency Investment Fund II if you prefer manageable entry point and venture capital exposure.

Key Financials

€500,000

Min. Investment

Best€200,000

Min. Investment

Optimize Portugal Golden Opportunities Fund

€500,000

PEEIF II – Portuguese Energy Efficiency Investment Fund II

€200,000

Best

Not disclosed

Target Return

Best6–8% p.a.

Target Return

Optimize Portugal Golden Opportunities Fund

Not disclosed

PEEIF II – Portuguese Energy Efficiency Investment Fund II

6–8% p.a.

Best

€216M

Fund Size

€25M

Fund Size

Optimize Portugal Golden Opportunities Fund

€216M

PEEIF II – Portuguese Energy Efficiency Investment Fund II

€25M

2021

Established

2024

Established

Optimize Portugal Golden Opportunities Fund

2021

PEEIF II – Portuguese Energy Efficiency Investment Fund II

2024

Fees & Costs

1.8%Best

Management Fee

2.5%

Management Fee

Optimize Portugal Golden Opportunities Fund

1.8%

Best

PEEIF II – Portuguese Energy Efficiency Investment Fund II

2.5%

None

Performance Fee

30%

Performance Fee

Optimize Portugal Golden Opportunities Fund

None

PEEIF II – Portuguese Energy Efficiency Investment Fund II

30%

Subscription Fee

Optimize Portugal Golden Opportunities Fund

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Not disclosed

Redemption Fee

Not disclosed

Redemption Fee

Optimize Portugal Golden Opportunities Fund

Not disclosed

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Not disclosed

Hurdle Rate

Optimize Portugal Golden Opportunities Fund

Not disclosed

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Liquidity & Terms

Daily

Redemption

End of Term

Redemption

Optimize Portugal Golden Opportunities Fund

Daily

PEEIF II – Portuguese Energy Efficiency Investment Fund II

End of Term

60 months

Lock-up Period

36 months

Lock-up Period

Optimize Portugal Golden Opportunities Fund

60 months

PEEIF II – Portuguese Energy Efficiency Investment Fund II

36 months

Not disclosed

Risk Band

Not disclosed

Risk Band

Optimize Portugal Golden Opportunities Fund

Not disclosed

PEEIF II – Portuguese Energy Efficiency Investment Fund II

Not disclosed

Other

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

Lower Cost

Optimize Portugal Golden Opportunities Fund

€59,000

PEEIF II – Portuguese Energy Efficiency Investment Fund II

€90,000

Geographic Allocation

Optimize Portugal Golden Opportunities Fund

Portugal

90%

Other / Iberia & EU (incl. Spain)

10%

PEEIF II – Portuguese Energy Efficiency Investment Fund II: Not disclosed

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 (Other vs Venture Capital), minimum investment amounts (€500,000 vs €200,000), management fees (1.8% vs 2.5%), and fund managers (Optimize Investment Partners vs Quadrantis Capital – Sociedade de Capital de Risco, S.A.). Each fund has different risk profiles and return targets suited to different investor preferences.

Optimize Portugal Golden Opportunities Fund has the lower management fee at 1.8% compared to 2.5%. However, consider the total cost including performance fees: Optimize Portugal Golden Opportunities Fund charges None performance fee while PEEIF II – Portuguese Energy Efficiency Investment Fund II charges 30%. The overall value depends on your investment goals and expected returns.

Optimize Portugal Golden Opportunities Fund requires a minimum investment of €500,000, while PEEIF II – Portuguese Energy Efficiency Investment Fund II requires €200,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.

Both Optimize Portugal Golden Opportunities Fund and PEEIF II – Portuguese Energy Efficiency Investment Fund II 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.

The choice between other (Optimize Portugal Golden Opportunities Fund) and venture capital (PEEIF II – Portuguese Energy Efficiency Investment Fund II) depends on your risk tolerance and investment goals. Other investments typically offer different risk-return profiles compared to venture capital. Consider your portfolio diversification needs and long-term investment strategy.

Redemption terms vary between funds. Optimize Portugal Golden Opportunities Fund offers Daily redemptions, while PEEIF II – Portuguese Energy Efficiency Investment Fund II provides End of Term 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.