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Golden Visa Fund Comparison

Crown Investments Fund vs IMGA Portuguese Corporate Debt Fund

Compare Crown Investments Fund and IMGA Portuguese Corporate Debt Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.

Venture Capital

Crown Investments Fund

Managed by Insight Venture - Sociedade de Capital de Risco, S.A.

Unverified
VS
Debt

IMGA Portuguese Corporate Debt Fund

Managed by IM Gestão de Ativos (IMGA)

Unverified

Quick Decision Guide

Choose Crown Investments Fund if you prioritize lower minimum investment and venture capital exposure. Choose IMGA Portuguese Corporate Debt Fund if you prefer lower management fees and debt exposure.

Key Financials

Min. Investment
Crown Investments Fund
€50,000
Best
IMGA Portuguese Corporate Debt Fund
€500,000
Target Return
Crown Investments Fund
Not disclosed
IMGA Portuguese Corporate Debt Fund
Not disclosed
Fund Size
Crown Investments Fund
€56M
IMGA Portuguese Corporate Debt Fund
€40.7M
Established
Crown Investments Fund
2023
IMGA Portuguese Corporate Debt Fund
2004

Fees & Costs

Management Fee
Crown Investments Fund
2.5%
IMGA Portuguese Corporate Debt Fund
1.7%
Best
Performance Fee
Crown Investments Fund
12.5%
IMGA Portuguese Corporate Debt Fund
None
Subscription Fee
Crown Investments Fund
Not disclosed
IMGA Portuguese Corporate Debt Fund
1.75%
Redemption Fee
Crown Investments Fund
Not disclosed
IMGA Portuguese Corporate Debt Fund
3.5%
Hurdle Rate
Crown Investments Fund
Not disclosed
IMGA Portuguese Corporate Debt Fund
Not disclosed

Liquidity & Terms

Redemption
Crown Investments Fund
Available
IMGA Portuguese Corporate Debt Fund
Daily
Lock-up Period
Crown Investments Fund
Not disclosed
IMGA Portuguese Corporate Debt Fund
60 months
Risk Band
Crown Investments Fund
Not disclosed
IMGA Portuguese Corporate Debt Fund
Not disclosed
Category
Crown Investments Fund
Venture Capital
IMGA Portuguese Corporate Debt Fund
Debt

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

Crown Investments Fund
Fees not disclosed
IMGA Portuguese Corporate Debt Fund
€59,750

Cost comparison unavailable — one or more funds have not disclosed their fee structure.

Geographic Allocation

Crown Investments Fund
Portugal
60%
Europe
30%
Other
10%
IMGA Portuguese Corporate Debt Fund
Portugal
65%
Eurozone
30%
Non-Euro Countries
5%

Ready to invest?

Speak with our Golden Visa experts to discuss which fund is right for you.

Frequently Asked Questions

The main differences include investment focus (Venture Capital vs Debt), minimum investment amounts (€50,000 vs €500,000), management fees (2.5% vs 1.7%), and fund managers (Insight Venture - Sociedade de Capital de Risco, S.A. vs IM Gestão de Ativos (IMGA)). Each fund has different risk profiles and return targets suited to different investor preferences.

IMGA Portuguese Corporate Debt Fund has the lower management fee at 1.7% compared to 2.5%. However, consider the total cost including performance fees: Crown Investments Fund charges 12.5% performance fee while IMGA Portuguese Corporate Debt Fund charges None. The overall value depends on your investment goals and expected returns.

Crown Investments Fund requires a minimum investment of €50,000, while IMGA Portuguese Corporate Debt Fund requires €500,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.

Both Crown Investments Fund and IMGA Portuguese Corporate Debt Fund are marketed by their managers as intended for the Portugal Golden Visa program, meeting the minimum €500,000 investment requirement and being properly regulated investment funds. Eligibility must be confirmed with Portuguese legal counsel before investing.

The choice between venture capital (Crown Investments Fund) and debt (IMGA Portuguese Corporate Debt Fund) depends on your risk tolerance and investment goals. Venture capital investments typically offer different risk-return profiles compared to debt. Consider your portfolio diversification needs and long-term investment strategy.

Redemption terms vary between funds. Crown Investments Fund offers standard redemptions, while IMGA Portuguese Corporate Debt Fund provides Daily redemption opportunities. Check the specific notice periods and any redemption fees that may apply. Consider your liquidity needs when choosing between these options.

All fund data is regularly verified against official sources including fund prospectuses, regulatory filings, and direct communication with fund managers. Data freshness indicators show when each fund's information was last updated. We recommend reviewing the latest fund documents and speaking with the fund managers before making investment decisions.

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