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Optimize Portugal Golden Opportunities Fund vs Portugal Investment 1: 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 Portugal Investment 1 (managed by Saratoga Capital Partners) Portugal Golden Visa investment funds.

CriteriaOptimize Portugal Golden Opportunities FundPortugal Investment 1
Fund TypeBalancedPrivate Equity & Venture Capital
Fund ManagerOptimize Investment PartnersSaratoga Capital Partners
Minimum Investment€500,000€500,000
Target Annual Return4.2% annually8-11% annually
Established20082021
Performance Fee Hurdle4.2%8%
Fund Size0M EUR55M EUR
Management Fee0%1%
Performance Fee0%20%
Geographic Allocation
Portugal: 100%
Portugal: 100%
Redemption FrequencyDailyEnd of Term
Notice Period5 daysNone
Minimum Holding Period60 months72 months
TermPerpetual (open-ended)6 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
Golden Visa EligiblePrivate EquityVenture CapitalSpecial SituationsSMEsMid-CapLock-UpNo FeesTax FreeCapital Growth€350k-€500k (subscription min only; GV still requires €500k total)High-risk> 5% annual yield5-10 year lock-up1-1.5% 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

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Frequently Asked Questions: Optimize Portugal Golden Opportunities Fund vs Portugal Investment 1