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Golden Visa Fund Comparison

Horizon Fund vs IMGA Portuguese Corporate Debt Fund

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

Crypto

Horizon Fund

Managed by Octanova SCR

Verified Partner
VS
Debt

IMGA Portuguese Corporate Debt Fund

Managed by IM Gestão de Ativos (IMGA)

Unverified

Quick Decision Guide

Choose Horizon Fund if you prioritize lower minimum investment and crypto exposure. Choose IMGA Portuguese Corporate Debt Fund if you prefer lower management fees and debt exposure.

Key Financials

Min. Investment
Horizon Fund
€100,000
Best
IMGA Portuguese Corporate Debt Fund
€500,000
Target Return
Horizon Fund
Not disclosed
IMGA Portuguese Corporate Debt Fund
Not disclosed
Fund Size
Horizon Fund
€100M
IMGA Portuguese Corporate Debt Fund
€40.7M
Established
Horizon Fund
2024
IMGA Portuguese Corporate Debt Fund
2004

Fees & Costs

Management Fee
Horizon Fund
2%
IMGA Portuguese Corporate Debt Fund
1.7%
Best
Performance Fee
Horizon Fund
20%
IMGA Portuguese Corporate Debt Fund
None
Subscription Fee
Horizon Fund
2%
IMGA Portuguese Corporate Debt Fund
1.75%
Redemption Fee
Horizon Fund
3%
IMGA Portuguese Corporate Debt Fund
3.5%
Hurdle Rate
Horizon Fund
4%
IMGA Portuguese Corporate Debt Fund
Not disclosed

Liquidity & Terms

Redemption
Horizon Fund
Monthly
IMGA Portuguese Corporate Debt Fund
Daily
Lock-up Period
Horizon Fund
60 months
IMGA Portuguese Corporate Debt Fund
60 months
Risk Band
Horizon Fund
Not disclosed
IMGA Portuguese Corporate Debt Fund
Not disclosed
Category
Horizon Fund
Crypto
IMGA Portuguese Corporate Debt Fund
Debt

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

Horizon Fund
€70,000
Lower Cost
IMGA Portuguese Corporate Debt Fund
€59,750

Geographic Allocation

Horizon Fund
Portugal (Bonds)
65%
Digital Assets
35%
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 (Crypto vs Debt), minimum investment amounts (€100,000 vs €500,000), management fees (2% vs 1.7%), and fund managers (Octanova SCR 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%. However, consider the total cost including performance fees: Horizon Fund charges 20% performance fee while IMGA Portuguese Corporate Debt Fund charges None. The overall value depends on your investment goals and expected returns.

Horizon Fund requires a minimum investment of €100,000, 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 Horizon 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 crypto (Horizon Fund) and debt (IMGA Portuguese Corporate Debt Fund) depends on your risk tolerance and investment goals. Crypto 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. Horizon Fund offers Monthly 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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