Golden Visa Fund Comparison
Optimize Portugal Golden Opportunities Fund vs Pela Terra II Regenerate Fund
Compare Optimize Portugal Golden Opportunities Fund and Pela Terra II Regenerate Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Other
Optimize Portugal Golden Opportunities Fund
Managed by Optimize Investment Partners
Unverified
VS
Private Equity
Pela Terra II Regenerate Fund
Managed by STAG Fund Management SCR S.A.
Unverified
Quick Decision Guide
Choose Optimize Portugal Golden Opportunities Fund if you prioritize lower management fees and other exposure. Choose Pela Terra II Regenerate Fund if you prefer manageable entry point and private equity exposure.
Key Financials
€500,000
Min. Investment
€500,000
Min. Investment
Optimize Portugal Golden Opportunities Fund
€500,000Pela Terra II Regenerate Fund
€500,000Not disclosed
Target Return
Best8–10% p.a.
Target Return
Optimize Portugal Golden Opportunities Fund
Not disclosedPela Terra II Regenerate Fund
8–10% p.a.€216M
Fund Size
€100M
Fund Size
Optimize Portugal Golden Opportunities Fund
€216MPela Terra II Regenerate Fund
€100M2021
Established
2024
Established
Optimize Portugal Golden Opportunities Fund
2021Pela Terra II Regenerate Fund
2024Fees & Costs
1.8%Best
Management Fee
2%
Management Fee
Optimize Portugal Golden Opportunities Fund
1.8%Pela Terra II Regenerate Fund
2%None
Performance Fee
20%
Performance Fee
Optimize Portugal Golden Opportunities Fund
NonePela Terra II Regenerate Fund
20%1%
Subscription Fee
2%
Subscription Fee
Optimize Portugal Golden Opportunities Fund
1%Pela Terra II Regenerate Fund
2%Not disclosed
Redemption Fee
Not disclosed
Redemption Fee
Optimize Portugal Golden Opportunities Fund
Not disclosedPela Terra II Regenerate Fund
Not disclosedNot disclosed
Hurdle Rate
Not disclosed
Hurdle Rate
Optimize Portugal Golden Opportunities Fund
Not disclosedPela Terra II Regenerate Fund
Not disclosedLiquidity & Terms
Daily
Redemption
End of Term
Redemption
Optimize Portugal Golden Opportunities Fund
DailyPela Terra II Regenerate Fund
End of Term60 months
Lock-up Period
96 months
Lock-up Period
Optimize Portugal Golden Opportunities Fund
60 monthsPela Terra II Regenerate Fund
96 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
Optimize Portugal Golden Opportunities Fund
Not disclosedPela Terra II Regenerate Fund
Not disclosedOther
Category
Private Equity
Category
Optimize Portugal Golden Opportunities Fund
OtherPela Terra II Regenerate Fund
Private EquityEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Lower Cost
Optimize Portugal Golden Opportunities Fund
€59,000
Pela Terra II Regenerate Fund
€70,000
Geographic Allocation
Optimize Portugal Golden Opportunities Fund
Portugal
90%
Other / Iberia & EU (incl. Spain)
10%
Pela Terra II Regenerate Fund
Portugal
100%
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 Private Equity), minimum investment amounts (€500,000 vs €500,000), management fees (1.8% vs 2%), and fund managers (Optimize Investment Partners vs STAG Fund Management SCR 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%. However, consider the total cost including performance fees: Optimize Portugal Golden Opportunities Fund charges None performance fee while Pela Terra II Regenerate Fund charges 20%. The overall value depends on your investment goals and expected returns.
Optimize Portugal Golden Opportunities Fund requires a minimum investment of €500,000, while Pela Terra II Regenerate Fund requires €500,000. 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 Pela Terra II Regenerate Fund 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 private equity (Pela Terra II Regenerate Fund) depends on your risk tolerance and investment goals. Other investments typically offer different risk-return profiles compared to private equity. Consider your portfolio diversification needs and long-term investment strategy.
Redemption terms vary between funds. Optimize Portugal Golden Opportunities Fund offers Daily redemptions, while Pela Terra II Regenerate Fund 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.
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