Golden Visa Fund Comparison
Optimize Portugal Golden Opportunities Fund vs Portugal Liquid Opportunities, FCR
Compare Optimize Portugal Golden Opportunities Fund and Portugal Liquid Opportunities, FCR side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Other
Optimize Portugal Golden Opportunities Fund
Managed by Optimize Investment Partners
Unverified
VS
Other
Portugal Liquid Opportunities, FCR
Managed by Oxy Capital
Unverified
Quick Decision Guide
Choose Optimize Portugal Golden Opportunities Fund if you prioritize its unique strategy and approach. Choose Portugal Liquid Opportunities, FCR if you prefer lower management fees and manageable entry point.
Key Financials
€500,000
Min. Investment
Best€100,000
Min. Investment
Optimize Portugal Golden Opportunities Fund
€500,000Portugal Liquid Opportunities, FCR
€100,000Not disclosed
Target Return
Best8–10% p.a.
Target Return
Optimize Portugal Golden Opportunities Fund
Not disclosedPortugal Liquid Opportunities, FCR
8–10% p.a.€216M
Fund Size
Not disclosed
Fund Size
Optimize Portugal Golden Opportunities Fund
€216MPortugal Liquid Opportunities, FCR
Not disclosed2021
Established
2012
Established
Optimize Portugal Golden Opportunities Fund
2021Portugal Liquid Opportunities, FCR
2012Fees & Costs
1.8%
Management Fee
Best1.2%
Management Fee
Optimize Portugal Golden Opportunities Fund
1.8%Portugal Liquid Opportunities, FCR
1.2%None
Performance Fee
20%
Performance Fee
Optimize Portugal Golden Opportunities Fund
NonePortugal Liquid Opportunities, FCR
20%1%
Subscription Fee
2%
Subscription Fee
Optimize Portugal Golden Opportunities Fund
1%Portugal Liquid Opportunities, FCR
2%Not disclosed
Redemption Fee
Not disclosed
Redemption Fee
Optimize Portugal Golden Opportunities Fund
Not disclosedPortugal Liquid Opportunities, FCR
Not disclosedNot disclosed
Hurdle Rate
5%
Hurdle Rate
Optimize Portugal Golden Opportunities Fund
Not disclosedPortugal Liquid Opportunities, FCR
5%Liquidity & Terms
Daily
Redemption
Weekly
Redemption
Optimize Portugal Golden Opportunities Fund
DailyPortugal Liquid Opportunities, FCR
Weekly60 months
Lock-up Period
Not disclosed
Lock-up Period
Optimize Portugal Golden Opportunities Fund
60 monthsPortugal Liquid Opportunities, FCR
Not disclosedNot disclosed
Risk Band
Not disclosed
Risk Band
Optimize Portugal Golden Opportunities Fund
Not disclosedPortugal Liquid Opportunities, FCR
Not disclosedOther
Category
Other
Category
Optimize Portugal Golden Opportunities Fund
OtherPortugal Liquid Opportunities, FCR
OtherEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Optimize Portugal Golden Opportunities Fund
€59,000
Lower Cost
Portugal Liquid Opportunities, FCR
€46,000
Geographic Allocation
Optimize Portugal Golden Opportunities Fund
Portugal
90%
Other / Iberia & EU (incl. Spain)
10%
Portugal Liquid Opportunities, FCR
Portugal
65%
International
35%
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 Other), minimum investment amounts (€500,000 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.
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 None performance fee while Portugal Liquid Opportunities, FCR 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 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.
Both Optimize Portugal Golden Opportunities Fund and Portugal Liquid Opportunities, FCR 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.
Both funds focus on other, 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.
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.
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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