Roots Global

Fund comparison

Fortitude Portugal Special Situations II versus SHARING Education II

vs
Fortitude Capital logo

Fortitude Portugal Special Situations II

Fortitude Capital

Private EquityOpen
Magnify Capital Partners logo

SHARING Education II

Magnify Capital Partners

Private EquityOpen

Residency permit & citizenship vs lock-up

Fortitude Portugal Special Situations II4-year lock-upSHARING Education II6-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

3 of 12 differ · marks a difference
Fortitude Portugal Special Situations IISHARING Education II
Minimum investment
€100k
€100k
Management fee p.a.
2%
Performance fee
20%
Hurdle rate
7%
Subscription fee
5%
Redemption fee
0%
Lock-up
4 years
6 years
Redemption
At end of term
~At end of term
Fund term
4 years
12 years
Target return
15–20%
Fund size
€150M
Inception
~Jul 24, 2025
Jan 2023

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

    Unconfirmed

  • PFIC

    PFIC expected, no QEF reporting confirmed

  • QEF statements

    Not provided

  • IRA route

    Unconfirmed

  • Accepted

    Unconfirmed

  • PFIC

    Unclear

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

Research coverage

86%

data completeness

0 fund documents linked · 6 sources cited

Full profile & sources →
36%

data completeness

1 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.