Golden Visa Fund Comparison
Optimize Portugal Golden Opportunities Fund vs Steady Growth Investment Fund
Compare Optimize Portugal Golden Opportunities Fund and Steady Growth Investment 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
Other
Steady Growth Investment Fund
Managed by Celtis Venture Partners
Unverified
Quick Decision Guide
Choose Optimize Portugal Golden Opportunities Fund if you prioritize its unique strategy and approach. Choose Steady Growth Investment Fund if you prefer lower management fees and manageable entry point.
Key Financials
€500,000
Min. Investment
€500,000
Min. Investment
Optimize Portugal Golden Opportunities Fund
€500,000Steady Growth Investment Fund
€500,000Not disclosed
Target Return
Not disclosed
Target Return
Optimize Portugal Golden Opportunities Fund
Not disclosedSteady Growth Investment Fund
Not disclosed€216M
Fund Size
Not disclosed
Fund Size
Optimize Portugal Golden Opportunities Fund
€216MSteady Growth Investment Fund
Not disclosed2021
Established
2026
Established
Optimize Portugal Golden Opportunities Fund
2021Steady Growth Investment Fund
2026Fees & Costs
1.8%Best
Management Fee
None
Management Fee
Optimize Portugal Golden Opportunities Fund
1.8%Steady Growth Investment Fund
NoneNone
Performance Fee
None
Performance Fee
Optimize Portugal Golden Opportunities Fund
NoneSteady Growth Investment Fund
None1%
Subscription Fee
Not disclosed
Subscription Fee
Optimize Portugal Golden Opportunities Fund
1%Steady Growth Investment Fund
Not disclosedNot disclosed
Redemption Fee
Not disclosed
Redemption Fee
Optimize Portugal Golden Opportunities Fund
Not disclosedSteady Growth Investment Fund
Not disclosedNot disclosed
Hurdle Rate
Not disclosed
Hurdle Rate
Optimize Portugal Golden Opportunities Fund
Not disclosedSteady Growth Investment Fund
Not disclosedLiquidity & Terms
Daily
Redemption
End of Term
Redemption
Optimize Portugal Golden Opportunities Fund
DailySteady Growth Investment Fund
End of Term60 months
Lock-up Period
Not disclosed
Lock-up Period
Optimize Portugal Golden Opportunities Fund
60 monthsSteady Growth Investment Fund
Not disclosedNot disclosed
Risk Band
Not disclosed
Risk Band
Optimize Portugal Golden Opportunities Fund
Not disclosedSteady Growth Investment Fund
Not disclosedOther
Category
Other
Category
Optimize Portugal Golden Opportunities Fund
OtherSteady Growth Investment Fund
OtherEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
Optimize Portugal Golden Opportunities Fund
€59,000
Steady Growth Investment 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%
Steady Growth Investment Fund
Portugal
60%
Europe
15%
Global
15%
USA
5%
Other
5%
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 Other), minimum investment amounts (€500,000 vs €500,000), management fees (1.8% vs None), and fund managers (Optimize Investment Partners vs Celtis Venture Partners). Each fund has different risk profiles and return targets suited to different investor preferences.
Steady Growth Investment Fund has the lower management fee at None compared to 1.8%. However, consider the total cost including performance fees: Optimize Portugal Golden Opportunities Fund charges None performance fee while Steady Growth Investment Fund charges None. The overall value depends on your investment goals and expected returns.
Optimize Portugal Golden Opportunities Fund requires a minimum investment of €500,000, 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.
Both Optimize Portugal Golden Opportunities Fund and Steady Growth Investment 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.
Both funds focus on other, so compare their track records, management teams, fee structures, and specific investment strategies. Consider Optimize Portugal Golden Opportunities Fund's approach managed by Optimize Investment Partners versus Steady Growth Investment Fund's strategy under Celtis Venture Partners. Review their historical performance, redemption terms, and alignment with your investment timeline.
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.
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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