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

Compare Investment Fees, Minimum Investment, and Performance Metrics

Detailed side-by-side analysis of Optimize Portugal Golden Opportunities Fund (managed by Optimize Investment Partners) and PEEIF II – Portuguese Energy Efficiency Investment Fund II (managed by Quadrantis Capital) Portugal Golden Visa investment funds.

Criteria
OI
Optimize Portugal Golden Opportunities Fund
QC
PEEIF II – Portuguese Energy Efficiency Investment Fund II
Verification Status
✓ VERIFIED
Not verified
Fund TypeOtherVenture Capital
Fund ManagerOptimize Investment PartnersQuadrantis Capital
Minimum Investment
€1,000
Best
€200,000
Target Return0% p.a.
6–8% p.a.
Best
Established20212025
Performance Fee Hurdle0%6%
Fund Size€216000000M EURNot disclosed
Management Fee
1.8%
Best
2.5%
Performance FeeNone
30%
Best
Subscription Fee
1%
Best
3%
Geographic Allocation
Portugal: 100%
N/A
Redemption FrequencyDailyEnd of Term
Notice Period
5 days
Best
None
Minimum Holding Period60 months
36 months
Best
TermPerpetual (open-ended)3 years
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: Optimize Portugal Golden Opportunities Fund vs PEEIF II – Portuguese Energy Efficiency Investment Fund II

What are the key differences between Optimize Portugal Golden Opportunities Fund and PEEIF II – Portuguese Energy Efficiency Investment Fund II?

The main differences include investment focus (Other vs Venture Capital), minimum investment amounts (€1,000 vs €200,000), management fees (1.8% vs 2.5%), and fund managers (Optimize Investment Partners vs Quadrantis Capital). Each fund has different risk profiles and return targets suited to different investor preferences.

Which fund has lower fees: Optimize Portugal Golden Opportunities Fund or PEEIF II – Portuguese Energy Efficiency Investment Fund II?

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.

What is the minimum investment required for each fund?

Optimize Portugal Golden Opportunities Fund requires a minimum investment of €1,000, 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.

Are both funds eligible for Portugal Golden Visa?

Yes, both Optimize Portugal Golden Opportunities Fund and PEEIF II – Portuguese Energy Efficiency Investment Fund II 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 other fund or a venture capital fund?

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.

How often can I redeem from these funds?

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.

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.