This website provides information for general purposes only.Read our full disclaimer
Movingto Logo

Optimize Portugal Golden Opportunities Fund vs Pela Terra II Regenerate Fund: 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 Pela Terra II Regenerate Fund (managed by Pela Terra Capital SGOIC, S.A.) Portugal Golden Visa investment funds.

CriteriaOptimize Portugal Golden Opportunities FundPela Terra II Regenerate Fund
Fund TypeBalancedPrivate Equity
Fund ManagerOptimize Investment PartnersPela Terra Capital SGOIC, S.A.
Minimum Investment€500,000€100,000
Target Annual Return4.2% annually8-10% annually
Established20082024
Performance Fee Hurdle4.2%8%
Fund Size0M EUR50M EUR
Management Fee0%2%
Performance Fee0%20%
Geographic Allocation
Portugal: 100%
Portugal: 100%
Redemption FrequencyDailyEnd of Term
Notice Period5 daysNone
Minimum Holding Period60 months120 months
TermPerpetual (open-ended)10 years
Tags
Golden Visa EligibleEquitiesBondsBalancedLiquidUCITSQEF EligibleDaily NAVNo Lock-UpOpen Ended€350k-€500k (subscription min only; GV still requires €500k total)Low-risk3-5% annual yield< 1% management feeSmall-cap < €50MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Private EquitySustainabilityGolden Visa EligiblePortugalClosed EndedClimateFund subscription minimumsHigh-risk> 5% annual yield5-10 year lock-up> 1.5% management feeMid-cap €50-100MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Data Last Verified
Very Fresh
Very Fresh

Related Fund Comparisons

3CC Portugal Golden Income Fund vs Emerald Green Fund

Multi-AssetvsPrivate Equity
3 Comma Capital SCR, S.A.•STAG Fund Management SCR, S.A.
€100,000vs€500,000

3CC Portugal Golden Income Fund vs Flex Space Fund

Multi-AssetvsPrivate Equity
3 Comma Capital SCR, S.A.•Insula Capital SGOIC
€100,000vs€100,000

3CC Portugal Golden Income Fund vs Global European Cinema Fund (GECF)

Multi-AssetvsPrivate Equity
3 Comma Capital SCR, S.A.•Quadrantis Capital
€100,000vs€200,000

3CC Portugal Golden Income Fund vs Growth Blue Fund

Multi-AssetvsPrivate Equity
3 Comma Capital SCR, S.A.•Growth Partners Capital, S.A.
€100,000vs€100,000

3CC Portugal Golden Income Fund vs Heed Top Investment Fund

Multi-AssetvsBalanced
3 Comma Capital SCR, S.A.•Heed Capital SGOIC, S.A.
€100,000vs€100,000

3CC Portugal Golden Income Fund vs INZ Fund

Multi-AssetvsPrivate Equity
3 Comma Capital SCR, S.A.•STAG Fund Management SCR, S.A.
€100,000vs€500,000
View All Fund Comparisons

Frequently Asked Questions: Optimize Portugal Golden Opportunities Fund vs Pela Terra II Regenerate Fund