Roots Global

Fund comparison

BlueWater Capital Fund versus Crown Investments Fund

vs
Insight Venture SCR logo

BlueWater Capital Fund

Insight Venture SCR

Venture CapitalOpen
Insight Venture SCR logo

Crown Investments Fund

Insight Venture SCR

Venture CapitalOpen

Residency permit & citizenship vs lock-up

BlueWater Capital Fund7-year lock-upCrown Investments Fund7-year lock-up~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

0 of 12 differ · marks a difference
BlueWater Capital FundCrown Investments Fund
Minimum investment
€50k
€50k
Management fee p.a.
2.5%
2.5%
Performance fee
12.5%
12.5%
Hurdle rate
0%
0%
Subscription fee
0%
0%
Redemption fee
0%
0%
Lock-up
7 years
~7 years
Redemption
At end of term
At end of term
Fund term
7 years
7 years
Target return
Fund size
€56M
Inception
Jan 2023

What the fees add up to

€28k€55k€83k€110kStartY1Y2Y3Y4Y5Y6Y7Y8€100k€100k
BlueWater Capital FundCrown Investments 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

    US investors case by case

  • PFIC

    Unclear

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

  • Accepted

    Unconfirmed

  • PFIC

    PFIC expected, no QEF reporting confirmed

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

Research coverage

72%

data completeness

1 fund documents linked · 3 sources cited

Full profile & sources →
61%

data completeness

1 fund documents linked · 4 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.