Optimize Portugal Golden Opportunities Fund vs Portugal Liquid Opportunities, FCR: 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 Liquid Opportunities, FCR (managed by Oxy Capital) Portugal Golden Visa investment funds.
| Criteria | Optimize Portugal Golden Opportunities Fund | Portugal Liquid Opportunities, FCR |
|---|---|---|
| Verification Status | ✓ VERIFIED | Not verified |
| Fund Type | Mixed | Mixed |
| Fund Manager | Optimize Investment Partners | Oxy Capital |
| Minimum Investment | €1,000 Best | €100,000 |
| Target Return | 0% p.a. | 8-10% p.a. Best |
| Established | 2021 | 2012 |
| Performance Fee Hurdle | 0% | 5% |
| Fund Size | 216000000M EUR | 200000000000M EUR |
| Management Fee | 1.8% | 1.2% Best |
| Performance Fee | 0% Best | 20% |
| Subscription Fee | 1% Best | 2% |
| Geographic Allocation | Portugal: 100% | Portugal: 65% International: 35% |
| Redemption Frequency | Daily | Weekly |
| Notice Period | 5 days Best | None |
| Minimum Holding Period | 60 months | None Best |
| Term | Perpetual (open-ended) | Perpetual (open-ended) |
| Tags | ||
| Data Last Verified | Very Fresh | Very Fresh |
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Frequently Asked Questions: Optimize Portugal Golden Opportunities Fund vs Portugal Liquid Opportunities, FCR
What are the key differences between Optimize Portugal Golden Opportunities Fund and Portugal Liquid Opportunities, FCR?
The main differences include investment focus (Mixed vs Mixed), minimum investment amounts (€1,000 vs €100,000), management fees (1.8% vs 1.2%), and fund managers (Optimize Investment Partners vs Oxy 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 Portugal Liquid Opportunities, FCR?
Portugal Liquid Opportunities, FCR has the lower management fee at 1.2% compared to 1.8%. However, consider the total cost including performance fees: Optimize Portugal Golden Opportunities Fund charges 0% performance fee while Portugal Liquid Opportunities, FCR charges 20%. 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 Portugal Liquid Opportunities, FCR requires €100,000. 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 Portugal Liquid Opportunities, FCR 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.
Since both funds are in Mixed, how do I choose between them?
Both funds focus on mixed, so compare their track records, management teams, fee structures, and specific investment strategies. Consider Optimize Portugal Golden Opportunities Fund's approach managed by Optimize Investment Partners versus Portugal Liquid Opportunities, FCR's strategy under Oxy Capital. Review their historical performance, redemption terms, and alignment with your investment timeline.
How often can I redeem from these funds?
Redemption terms vary between funds. Optimize Portugal Golden Opportunities Fund offers Daily redemptions, while Portugal Liquid Opportunities, FCR provides Weekly 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.