Optimize Portugal Golden Opportunities Fund vs Steady Growth Investment Fund: 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 Steady Growth Investment Fund (managed by Celtis Venture Partners) Portugal Golden Visa investment funds.
| Criteria | Optimize Portugal Golden Opportunities Fund | Steady Growth Investment Fund |
|---|---|---|
| Verification Status | ✓ VERIFIED | Not verified |
| Fund Type | Mixed | Multi-Asset |
| Fund Manager | Optimize Investment Partners | Celtis Venture Partners |
| Minimum Investment | €1,000 Best | €500,000 |
| Target Return | 0% p.a. Best | 0% p.a. |
| Established | 2021 | 2025 |
| Performance Fee Hurdle | 0% | 0% |
| Fund Size | 216000000M EUR | 0M EUR |
| Management Fee | 1.8% | 0% Best |
| Performance Fee | 0% Best | 0% |
| Subscription Fee | 1% Best | N/A |
| Geographic Allocation | Portugal: 100% | Portugal: 60% Europe: 15% Global: 15% USA: 5% Other: 5% |
| Redemption Frequency | Daily | End of Term |
| Notice Period | 5 days Best | 30 days |
| Minimum Holding Period | 60 months Best | None |
| Term | Perpetual (open-ended) | Perpetual (open-ended) |
| Tags | ||
| Data Last Verified | Very Fresh | Very Fresh |
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Frequently Asked Questions: Optimize Portugal Golden Opportunities Fund vs Steady Growth Investment Fund
What are the key differences between Optimize Portugal Golden Opportunities Fund and Steady Growth Investment Fund?
The main differences include investment focus (Mixed vs Multi-Asset), minimum investment amounts (€1,000 vs €500,000), management fees (1.8% vs 0%), and fund managers (Optimize Investment Partners vs Celtis Venture Partners). Each fund has different risk profiles and return targets suited to different investor preferences.
Which fund has lower fees: Optimize Portugal Golden Opportunities Fund or Steady Growth Investment Fund?
Steady Growth Investment Fund has the lower management fee at 0% compared to 1.8%. However, consider the total cost including performance fees: Optimize Portugal Golden Opportunities Fund charges 0% performance fee while Steady Growth Investment Fund charges 0%. The overall value depends on your investment goals and expected returns.
What is the minimum investment required for each fund?
Optimize Portugal Golden Opportunities Fund requires a minimum investment of €1,000, while Steady Growth Investment Fund requires €500,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.
Are both funds eligible for Portugal Golden Visa?
Yes, both Optimize Portugal Golden Opportunities Fund and Steady Growth Investment Fund are eligible for the Portugal Golden Visa program as they meet the minimum €500,000 investment requirement and are properly regulated investment funds. Investing in either fund can help you qualify for Portuguese residency through the Golden Visa route.
Should I choose a mixed fund or a multi-asset fund?
The choice between mixed (Optimize Portugal Golden Opportunities Fund) and multi-asset (Steady Growth Investment Fund) depends on your risk tolerance and investment goals. Mixed investments typically offer different risk-return profiles compared to multi-asset. Consider your portfolio diversification needs and long-term investment strategy.
How often can I redeem from these funds?
Redemption terms vary between funds. Optimize Portugal Golden Opportunities Fund offers Daily redemptions, while Steady Growth Investment Fund 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.
How is the data in this comparison verified?
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.