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Fortitude Portugal Special Situations Fund

Investing in Portuguese SMEs and Mid Caps

Subscription Closed
Min. Investment
100,000
Expected Returns
20.0% p.a.
Term
10 Years
Sector
Portuguese SME's

Key Terms Summary

Target Fund Size150.0M
Target IRR20.0%
Subscription Fee5.00%
Management Fee2.00% p.a.
Performance Fee20% of fund returns above a hurdle rate of 8% p.a., with catch-up mechanism
Distribution PolicyFund maturity
Fund Start2/1/2024
Fund Closing2/1/2034
Subscription Deadline6/1/2024
Participation Unit1,000
US Citizens AcceptedNo
Risk ProfileAggressive

Eligibility & Program Fit

Suitable for non-EU/EEA/Swiss nationals seeking Portugal residency.

Ideal for aggressive risk tolerance investors looking for portuguese sme's exposure.

Meets the minimum investment requirement for the Portugal Golden Visa program.

Designed for those comfortable with a 10 years lock-in period for their capital.

Note: This fund does not accept US citizens. Please verify eligibility requirements with the fund.

Risks & Considerations

Important Information

Investment in portuguese sme's funds involves risk, including the potential loss of the entire investment. Past performance is not indicative of future results. Market fluctuations, regulatory changes in immigration law, and fund management performance can all impact returns. Investors should conduct their own due diligence and consult with financial and legal advisors before making any investment decisions.

Request More Information

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