Golden Visa Fund Comparison
Optimize Portugal Golden Opportunities Fund vs Portugal Prime Fund
Compare Optimize Portugal Golden Opportunities Fund and Portugal Prime Fund 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 Fund
Managed by BiG Capital SGOIC
Unverified
Quick Decision Guide
Choose Optimize Portugal Golden Opportunities Fund if you prioritize other exposure. Choose Portugal Prime Fund 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 Prime Fund
€100,000Not disclosed
Target Return
5% p.a.
Target Return
Optimize Portugal Golden Opportunities Fund
Not disclosedPortugal Prime Fund
5% p.a.€216M
Fund Size
€100M
Fund Size
Optimize Portugal Golden Opportunities Fund
€216MPortugal Prime Fund
€100M2021
Established
2024
Established
Optimize Portugal Golden Opportunities Fund
2021Portugal Prime Fund
2024Fees & Costs
1.8%
Management Fee
Best0.2%
Management Fee
Optimize Portugal Golden Opportunities Fund
1.8%Portugal Prime Fund
0.2%None
Performance Fee
25%
Performance Fee
Optimize Portugal Golden Opportunities Fund
NonePortugal Prime Fund
25%1%
Subscription Fee
Not disclosed
Subscription Fee
Optimize Portugal Golden Opportunities Fund
1%Portugal Prime Fund
Not disclosedNot disclosed
Redemption Fee
Not disclosed
Redemption Fee
Optimize Portugal Golden Opportunities Fund
Not disclosedPortugal Prime Fund
Not disclosedNot disclosed
Hurdle Rate
Not disclosed
Hurdle Rate
Optimize Portugal Golden Opportunities Fund
Not disclosedPortugal Prime Fund
Not disclosedLiquidity & Terms
DailyBest
Redemption
Not specified
Redemption
Optimize Portugal Golden Opportunities Fund
DailyPortugal Prime Fund
Not specified60 months
Lock-up Period
Not disclosed
Lock-up Period
Optimize Portugal Golden Opportunities Fund
60 monthsPortugal Prime Fund
Not disclosedNot disclosed
Risk Band
Not disclosed
Risk Band
Optimize Portugal Golden Opportunities Fund
Not disclosedPortugal Prime Fund
Not disclosedOther
Category
Private Equity
Category
Optimize Portugal Golden Opportunities Fund
OtherPortugal Prime Fund
Private EquityEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Optimize Portugal Golden Opportunities Fund
€59,000
Portugal Prime Fund
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 Fund
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 Fund 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 Fund 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 Fund 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 Fund 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 Fund) 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 Fund 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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