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
Optimize Portugal Golden Opportunities FundSteady Growth Investment Fund
Minimum investment
€1k
€500k
Management fee p.a.
1.8%
0%
Performance fee
0%
25%
Hurdle rate
~0%
6%
Subscription fee
1%
—
Redemption fee
0%
—
Lock-up
None
—
Redemption
Daily
At end of term
Fund term
Not disclosed
10 years
Target return
Not disclosed
15–20%
Fund size
€405.8M
—
Inception
Dec 31, 2021
—
What the fees add up to
Optimize Portugal Golden Opportunities FundSteady Growth Investment FundFees 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.
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.
