Roots Global

Fund comparison

3CC Atlantic Bond Fund versus 3CC Portugal Golden Income Fund

vs
3 Comma Capital logo

3CC Atlantic Bond Fund

3 Comma Capital

CreditOpen
3 Comma Capital logo

3CC Portugal Golden Income Fund

3 Comma Capital

CreditOpen

Residency permit & citizenship vs lock-up

3CC Atlantic Bond FundNo lock-up — redeemable3CC Portugal Golden Income FundNo lock-up — redeemable~Year 6: typical naturalization decision

Golden Visa applicants must keep the qualifying €500,000 invested while the residency is active; naturalization timelines vary by case. Not legal advice.

Key facts, side by side

7 of 12 differ · marks a difference
3CC Atlantic Bond Fund3CC Portugal Golden Income Fund
Minimum investment
€100k
€100k
Management fee p.a.
1.5%
1.5%
Performance fee
10%
20%
Hurdle rate
4%
5%
Subscription fee
1.5%
0%
Redemption fee
2.5%
5%
Lock-up
None
None
Redemption
Daily
Daily
Fund term
Not disclosed
Not disclosed
Target return
4–6%
7–10%
Fund size
€28M
€95M
Inception
Jun 18, 2025
Oct 2, 2024

What the fees add up to

€19k€37k€56k€74kStartY1Y2Y3Y4Y5Y6Y7Y8€68k€60k
3CC Atlantic Bond Fund3CC Portugal Golden Income FundFees on €500k over 8 years — subscription + management only

Constant-balance illustration on a €500,000 Golden Visa subscription. Performance fees, redemption fees and fund-level costs are excluded — verify the full stack in each fund's prospectus.

For US investors

  • Accepted

    Accepts US investors

  • PFIC

    PFIC with annual QEF reporting

  • QEF statements

    Reported available

  • IRA route

    Reported available

  • Accepted

    Accepts US investors

  • PFIC

    PFIC with annual QEF reporting

  • QEF statements

    Reported available

  • IRA route

    Reported available

Research coverage

96%

data completeness

6 fund documents linked · 7 sources cited

Full profile & sources →
96%

data completeness

5 fund documents linked · 5 sources cited

Full profile & sources →

This comparison restates researched data side by side — it is not a recommendation of either fund. Facts marked with a dash or "not disclosed" were not published; how much weight any difference deserves depends on your situation.