Roots Global

Fund comparison

C2 Atlantic Open-Ended Fund versus Optimize Portugal Golden Opportunities Fund

vs
C2 Capital Partners logo

C2 Atlantic Open-Ended Fund

C2 Capital Partners

BalancedOpen
Optimize Investment Partners logo

Optimize Portugal Golden Opportunities Fund

Optimize Investment Partners

BalancedOpen

Residency permit & citizenship vs lock-up

C2 Atlantic Open-Ended FundNo lock-up — redeemableOptimize Portugal Golden Opportunities 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

3 of 12 differ · marks a difference
C2 Atlantic Open-Ended FundOptimize Portugal Golden Opportunities Fund
Minimum investment
€100k
€1k
Management fee p.a.
1.8%
Performance fee
0%
Hurdle rate
~0%
Subscription fee
1%
Redemption fee
0%
Lock-up
None
None
Redemption
Monthly
Daily
Fund term
Not disclosed
Not disclosed
Target return
Not disclosed
Not disclosed
Fund size
€405.8M
Inception
Nov 10, 2025
Dec 31, 2021

What the fees add up to

At least one of these funds has not published its management fee, so a like-for-like cost projection would be guesswork — we don't draw charts from missing data.

For US investors

  • Accepted

    Accepts US investors

  • PFIC

    Unclear

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

  • Accepted

    Accepts US investors

  • PFIC

    PFIC with annual QEF reporting

  • QEF statements

    Reported available

  • IRA route

    Reported available

Research coverage

51%

data completeness

1 fund documents linked · 5 sources cited

Full profile & sources →
93%

data completeness

6 fund documents linked · 7 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.