Roots Global

Fund comparison

Emerald Capital Fund versus PEEIF III - Portuguese Energy Efficiency Investment Fund III

vs
STAG Fund Management logo

Emerald Capital Fund

STAG Fund Management

Clean EnergyClosing soon

Residency permit & citizenship vs lock-up

Emerald Capital Fund7-year lock-upPEEIF III - Portuguese Energy Efficiency Investment Fund III10-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

7 of 12 differ · marks a difference
Emerald Capital FundPEEIF III - Portuguese Energy Efficiency Investment Fund III
Minimum investment
€250k
€100k
Management fee p.a.
0.95%
2.5%
Performance fee
30%
Hurdle rate
Subscription fee
0.5%
0%
Redemption fee
0%
Lock-up
~7 years
10 years
Redemption
At end of term
Quarterly
Fund term
7 years
10 years
Target return
7%+
8–10%
Fund size
Inception
Jan 2025

What the fees add up to

€28k€55k€83k€110kStartY1Y2Y3Y4Y5Y6Y7Y8€41k€100k
Emerald Capital FundPEEIF III - Portuguese Energy Efficiency Investment Fund IIIFees 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 expected, no QEF reporting confirmed

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

  • Accepted

    Accepts US investors

  • PFIC

    PFIC with annual QEF reporting

  • QEF statements

    Reported available

  • IRA route

    Unconfirmed

Research coverage

75%

data completeness

0 fund documents linked · 5 sources cited

Full profile & sources →
83%

data completeness

0 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.