Golden Visa Fund Comparison
Optimize Portugal Golden Opportunities Fund vs Quadrantis Private Equity Credits & Bonds Fund – Subfund B
Compare Optimize Portugal Golden Opportunities Fund and Quadrantis Private Equity Credits & Bonds Fund – Subfund B 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
Quadrantis Private Equity Credits & Bonds Fund – Subfund B
Managed by Quadrantis Capital
Unverified
Quick Decision Guide
Choose Optimize Portugal Golden Opportunities Fund if you prioritize other exposure. Choose Quadrantis Private Equity Credits & Bonds Fund – Subfund B 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
€500,000Quadrantis Private Equity Credits & Bonds Fund – Subfund B
€100,000Not disclosed
Target Return
Best10% p.a.
Target Return
Optimize Portugal Golden Opportunities Fund
Not disclosedQuadrantis Private Equity Credits & Bonds Fund – Subfund B
10% p.a.€216M
Fund Size
€75M
Fund Size
Optimize Portugal Golden Opportunities Fund
€216MQuadrantis Private Equity Credits & Bonds Fund – Subfund B
€75M2021
Established
2026
Established
Optimize Portugal Golden Opportunities Fund
2021Quadrantis Private Equity Credits & Bonds Fund – Subfund B
2026Fees & Costs
1.8%
Management Fee
Best1.5%
Management Fee
Optimize Portugal Golden Opportunities Fund
1.8%Quadrantis Private Equity Credits & Bonds Fund – Subfund B
1.5%None
Performance Fee
20%
Performance Fee
Optimize Portugal Golden Opportunities Fund
NoneQuadrantis Private Equity Credits & Bonds Fund – Subfund B
20%1%
Subscription Fee
Not disclosed
Subscription Fee
Optimize Portugal Golden Opportunities Fund
1%Quadrantis Private Equity Credits & Bonds Fund – Subfund B
Not disclosedNot disclosed
Redemption Fee
Not disclosed
Redemption Fee
Optimize Portugal Golden Opportunities Fund
Not disclosedQuadrantis Private Equity Credits & Bonds Fund – Subfund B
Not disclosedNot disclosed
Hurdle Rate
6.5%
Hurdle Rate
Optimize Portugal Golden Opportunities Fund
Not disclosedQuadrantis Private Equity Credits & Bonds Fund – Subfund B
6.5%Liquidity & Terms
Daily
Redemption
End of Term
Redemption
Optimize Portugal Golden Opportunities Fund
DailyQuadrantis Private Equity Credits & Bonds Fund – Subfund B
End of Term60 months
Lock-up Period
60 months
Lock-up Period
Optimize Portugal Golden Opportunities Fund
60 monthsQuadrantis Private Equity Credits & Bonds Fund – Subfund B
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
Optimize Portugal Golden Opportunities Fund
Not disclosedQuadrantis Private Equity Credits & Bonds Fund – Subfund B
Not disclosedOther
Category
Private Equity
Category
Optimize Portugal Golden Opportunities Fund
OtherQuadrantis Private Equity Credits & Bonds Fund – Subfund B
Private EquityEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Optimize Portugal Golden Opportunities Fund
€59,000
Quadrantis Private Equity Credits & Bonds Fund – Subfund B
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%
Quadrantis Private Equity Credits & Bonds Fund – Subfund B: Not disclosed
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 1.5%), and fund managers (Optimize Investment Partners vs Quadrantis Capital). Each fund has different risk profiles and return targets suited to different investor preferences.
Quadrantis Private Equity Credits & Bonds Fund – Subfund B has the lower management fee at 1.5% compared to 1.8%. However, consider the total cost including performance fees: Optimize Portugal Golden Opportunities Fund charges None performance fee while Quadrantis Private Equity Credits & Bonds Fund – Subfund B 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 Quadrantis Private Equity Credits & Bonds Fund – Subfund B 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 Quadrantis Private Equity Credits & Bonds Fund – Subfund B 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 (Quadrantis Private Equity Credits & Bonds Fund – Subfund B) 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 Quadrantis Private Equity Credits & Bonds Fund – Subfund B provides End of Term 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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