Roots Global

Fund comparison

Capital Green III – Fundo Fechado de Crédito versus Capital Green IV – Fundo Fechado de Crédito

vs

Residency permit & citizenship vs lock-up

Capital Green III – Fundo Fechado de Crédito5-year lock-upCapital Green IV – Fundo Fechado de Crédito10-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

1 of 12 differ · marks a difference
Capital Green III – Fundo Fechado de CréditoCapital Green IV – Fundo Fechado de Crédito
Minimum investment
€200k
€200k
Management fee p.a.
~1%
~1%
Performance fee
Hurdle rate
Subscription fee
Redemption fee
Lock-up
5 years
10 years
Redemption
At end of term
At end of term
Fund term
10 years
10 years
Target return
6–8%
6–8%
Fund size
Inception
~Jan 2026

What the fees add up to

€11k€22k€33k€44kStartY1Y2Y3Y4Y5Y6Y7Y8€40k€40k
Capital Green III – Fundo Fechado de CréditoCapital Green IV – Fundo Fechado de CréditoFees 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

    Unconfirmed

  • PFIC

    Unclear

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

  • Accepted

    Unconfirmed

  • PFIC

    Unclear

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

Research coverage

64%

data completeness

1 fund documents linked · 4 sources cited

Full profile & sources →
61%

data completeness

1 fund documents linked · 3 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.