Mercúrio Fund II, FCR
Closed-ended private equity and debt vehicle targeting mature Portuguese companies through special-situations equity and debt instruments, structured to satisfy Portuguese Golden Visa requirements.
Minimum Investment
€100,000
Target Return
Mid-teens per year (gross)
Fund Size
N/A
Term
10 years
Established
2024
Regulated By
Oxy Capital – SGOIC, S.A. (CMVM No. 103588)
Location
Portugal
Proprietary Risk Assessment
Our comprehensive risk scoring methodology evaluates funds across multiple dimensions
Overall Risk Score
Low Risk
Key Assumptions & Mappings
Disclaimer: This proprietary risk assessment is for informational purposes only and should not be considered as investment advice. Risk scores are based on our internal methodology and may not reflect all relevant factors. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
Investment Processing Timeline
Expected processing time: 13-21 days
Initial Review
1-2 daysDocument verification and preliminary assessment
Due Diligence
3-5 daysBackground checks and compliance verification
Golden Visa Review
5-7 daysImmigration compliance and eligibility verification
Regulatory Approval
3-5 daysFund-specific regulatory compliance review
Final Approval
1-2 daysInvestment committee review and final approval
Important Notes
- • Processing times are estimates and may vary based on application complexity
- • Additional documentation requests may extend processing time
- • Peak periods may result in longer processing times
- • We'll keep you updated at each stage of the process
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About the Fund
Mercúrio Fund II is a Portuguese FCR-structured vehicle that invests in mature small- and mid-cap companies via flexible debt and equity instruments to promote growth, expansion, or consolidation. It follows a special-situations approach—providing liquidity and acquiring minority or majority stakes—while deploying excess cash into the Portugal Liquid Opportunities Fund for further upside. The fund is designed to align with Golden Visa criteria by avoiding real-estate development, investing over 60% in Portugal-headquartered firms, and maintaining a minimum €100,000 subscription held through to December 2033. Key features include: • Closed-ended structure with fundraising open until May 2027 • Term ending December 2033 • Target returns in the mid-teens per year (gross) • 5% IRR hurdle rate for performance fees • Focus on special situations in mature Portuguese companies • Excess cash deployment in Portugal Liquid Opportunities Fund
Important Notice for Investors
Investment in funds involves risks, including the possible loss of principal. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.
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ROI Calculator for Mercúrio Fund II, FCR
Minimum: €100,000
Fund target: Mid-teens per year (gross)
Important Legal Disclaimer
This calculator is for illustrative purposes only and does not constitute investment advice. Actual returns may vary significantly and are not guaranteed. Past performance does not predict future results. Investment in funds involves risk, including the possible loss of principal. Please consult with qualified financial advisors before making investment decisions. The expected returns shown are targets only and may not be achieved.