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Golden Visa Fund Comparison

Optimize Portugal Golden Opportunities Fund vs Portugal Prime, FCR

Compare Optimize Portugal Golden Opportunities Fund and Portugal Prime, 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
Private Equity

Portugal Prime, FCR

Managed by BiG Capital SGOIC

Unverified

Quick Decision Guide

Choose Optimize Portugal Golden Opportunities Fund if you prioritize other exposure. Choose Portugal Prime, FCR if you prefer lower management fees and manageable entry point.

Key Financials

Min. Investment
Optimize Portugal Golden Opportunities Fund
€500,000
Portugal Prime, FCR
€100,000
Best
Target Return
Optimize Portugal Golden Opportunities Fund
Not disclosed
Portugal Prime, FCR
2% p.a.
Fund Size
Optimize Portugal Golden Opportunities Fund
€216M
Portugal Prime, FCR
€100M
Established
Optimize Portugal Golden Opportunities Fund
2021
Portugal Prime, FCR
2024

Fees & Costs

Management Fee
Optimize Portugal Golden Opportunities Fund
1.8%
Portugal Prime, FCR
0.2%
Best
Performance Fee
Optimize Portugal Golden Opportunities Fund
None
Portugal Prime, FCR
25%
Subscription Fee
Optimize Portugal Golden Opportunities Fund
1%
Portugal Prime, FCR
Not disclosed
Redemption Fee
Optimize Portugal Golden Opportunities Fund
Not disclosed
Portugal Prime, FCR
Not disclosed
Hurdle Rate
Optimize Portugal Golden Opportunities Fund
Not disclosed
Portugal Prime, FCR
Not disclosed

Liquidity & Terms

Redemption
Optimize Portugal Golden Opportunities Fund
Daily
Best
Portugal Prime, FCR
Not specified
Lock-up Period
Optimize Portugal Golden Opportunities Fund
60 months
Portugal Prime, FCR
Not disclosed
Risk Band
Optimize Portugal Golden Opportunities Fund
Not disclosed
Portugal Prime, FCR
Not disclosed
Category
Optimize Portugal Golden Opportunities Fund
Other
Portugal Prime, FCR
Private Equity

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

Optimize Portugal Golden Opportunities Fund
€59,000
Portugal Prime, FCR
Fees not disclosed

Cost comparison unavailable — one or more funds have not disclosed their fee structure.

Geographic Allocation

Optimize Portugal Golden Opportunities Fund
Portugal
90%
Other / Iberia & EU (incl. Spain)
10%
Portugal Prime, FCR
Portugal
100%

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 Private Equity), minimum investment amounts (€500,000 vs €100,000), management fees (1.8% vs 0.2%), and fund managers (Optimize Investment Partners vs BiG Capital SGOIC). Each fund has different risk profiles and return targets suited to different investor preferences.

Portugal Prime, FCR has the lower management fee at 0.2% compared to 1.8%. However, consider the total cost including performance fees: Optimize Portugal Golden Opportunities Fund charges None performance fee while Portugal Prime, FCR charges 25%. 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 Prime, 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 Prime, 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.

The choice between other (Optimize Portugal Golden Opportunities Fund) and private equity (Portugal Prime, FCR) depends on your risk tolerance and investment goals. Other investments typically offer different risk-return profiles compared to private equity. Consider your portfolio diversification needs and long-term investment strategy.

Redemption terms vary between funds. Optimize Portugal Golden Opportunities Fund offers Daily redemptions, while Portugal Prime, FCR provides standard 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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