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 Portugal Golden Income FundActiveCap Corporate Bond Fund
Minimum investment
€100k
€100k
Management fee p.a.
1.5%
1.5%
Performance fee
20%
0%
Hurdle rate
5%
Not disclosed
Subscription fee
0%
1.5%
Redemption fee
5%
3%
Lock-up
None
0.1 years
Redemption
Daily
Weekly
Fund term
Not disclosed
Not disclosed
Target return
7–10%
3–7%
Fund size
€95M
—
Inception
Oct 2, 2024
Jan 2026
What the fees add up to
3CC Portugal Golden Income FundActiveCap Corporate Bond 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.
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.
