Roots Global

Fund comparison

Fortitude Portugal Special Situations II versus Lince Growth Fund II

vs
Fortitude Capital logo

Fortitude Portugal Special Situations II

Fortitude Capital

Private EquityOpen
Lince Capital logo

Lince Growth Fund II

Lince Capital

Private EquityOpen

Residency permit & citizenship vs lock-up

Fortitude Portugal Special Situations II4-year lock-upLince Growth Fund II8-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

5 of 12 differ · marks a difference
Fortitude Portugal Special Situations IILince Growth Fund II
Minimum investment
€100k
€100k
Management fee p.a.
2%
2%
Performance fee
20%
20%
Hurdle rate
7%
5%
Subscription fee
5%
3%
Redemption fee
0%
Lock-up
4 years
8 years
Redemption
At end of term
At end of term
Fund term
4 years
8 years
Target return
15–20%
12–15%
Fund size
€150M
Inception
~Jul 24, 2025

What the fees add up to

€29k€58k€87k€116kStartY1Y2Y3Y4Y5Y6Y7Y8€105k€95k
Fortitude Portugal Special Situations IILince Growth Fund IIFees 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

    PFIC expected, no QEF reporting confirmed

  • QEF statements

    Not provided

  • IRA route

    Unconfirmed

  • Accepted

    Accepts US investors

  • PFIC

    PFIC with annual QEF reporting

  • QEF statements

    Reported available

  • IRA route

    Unconfirmed

Research coverage

86%

data completeness

0 fund documents linked · 6 sources cited

Full profile & sources →
81%

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.