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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 – SGOIC, S.A.) Portugal Golden Visa investment funds.

CriteriaOptimize Portugal Golden Opportunities FundPortugal Liquid Opportunities, FCR
Fund TypeBalancedMixed
Fund ManagerOptimize Investment PartnersOxy Capital – SGOIC, S.A.
Minimum Investment€500,000€100,000
Target Annual Return4.2% annuallyLow teens per year (gross)
Established20080
Performance Fee Hurdle4.2%8%
Fund Size0M EUR0M EUR
Management Fee0%1.2%
Performance Fee0%20%
Subscription FeeN/A2%
Geographic Allocation
Portugal: 100%
Portugal: 65%
International: 35%
Redemption FrequencyDailyDaily
Notice Period5 daysNone
Minimum Holding Period60 monthsNone
TermPerpetual (open-ended)Perpetual (open-ended)
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 EligibleEquityEquitiesLiquidOpen EndedLow-riskNo FeesDaily NAVPortugalFund subscription minimumsHigh-risk1-1.5% 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
Data Last Verified
Very Fresh
Very Fresh

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Frequently Asked Questions: Optimize Portugal Golden Opportunities Fund vs Portugal Liquid Opportunities, FCR