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Last updated: March 2026
36 funds

Performance Fee: Portugal Golden Visa Funds (2026)

A fee charged on investment gains above a specified threshold, aligning manager interests with investor returns.

Fee information is based on disclosed sources and may change. This is not investment advice—verify fees and terms in official documents.

How Performance Fee Works

  • Performance fees are typically charged as a percentage (often 20%) of profits above a hurdle rate or high-water mark.
  • The hurdle rate is a minimum return threshold that must be met before performance fees apply (e.g., 6% annually).
  • High-water marks ensure managers only earn performance fees on new gains, not recovered losses.
  • Some funds use "catch-up" provisions where the manager receives a larger share of returns once the hurdle is met.

Funds with Disclosed Performance Fee

36 funds have this fee disclosed in their documentation.

20%
Min: €100,000Term: 5 years
20%
Min: €100,000Term: 8 years
Min: €100,000Term: 6 years
Min: €100,000Term: 10 years
Min: €500,000Term: 8 years
Min: €100,000Term: 5 years
INZ Fund

Private Equity

15%
Min: €150,000Term: 8 years
Flex Space Fund

Private Equity

20%
Min: €100,000Term: 8 years

What to Verify in the Docs

  • Performance fee rate: What percentage of profits does the manager take?
  • Hurdle rate: Is there a minimum return before fees apply? What rate?
  • High-water mark: Are performance fees only on new gains above previous peaks?
  • Calculation timing: When are performance fees crystallized (annually, at exit)?
  • Catch-up provisions: Does the manager catch up on deferred fees?

Performance Fee FAQs

Before you wire EUR 500,000

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