Roots Global

Fund comparison

PEEIF III - Portuguese Energy Efficiency Investment Fund III versus Solar Future Fund III

vs
Tejo Ventures logo

Solar Future Fund III

Tejo Ventures

Clean EnergyOpen

Residency permit & citizenship vs lock-up

PEEIF III - Portuguese Energy Efficiency Investment Fund III10-year lock-upSolar Future Fund III7-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
PEEIF III - Portuguese Energy Efficiency Investment Fund IIISolar Future Fund III
Minimum investment
€100k
€150k
Management fee p.a.
2.5%
2%
Performance fee
30%
20%
Hurdle rate
Subscription fee
0%
Redemption fee
0%
Lock-up
10 years
~7 years
Redemption
Quarterly
No redemption
Fund term
10 years
7 years
Target return
8–10%
8%+
Fund size
€14.5M
Inception
Jan 2025

What the fees add up to

€28k€55k€83k€110kStartY1Y2Y3Y4Y5Y6Y7Y8€100k€80k
PEEIF III - Portuguese Energy Efficiency Investment Fund IIISolar Future 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 with annual QEF reporting

  • QEF statements

    Reported available

  • IRA route

    Unconfirmed

  • Accepted

    Unconfirmed

  • PFIC

    PFIC expected, no QEF reporting confirmed

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

Research coverage

83%

data completeness

0 fund documents linked · 5 sources cited

Full profile & sources →
64%

data completeness

1 fund documents linked · 7 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.