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Golden Visa Fund Comparison

IMGA Ações Portugal Fund vs IMGA GV Portuguese Corporate Debt

Compare IMGA Ações Portugal Fund and IMGA GV Portuguese Corporate Debt side-by-side: fees, terms, fund-stated objectives, risk bands, and Golden Visa evidence.

Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers. This is general information, not investment advice, a recommendation, or a suitability assessment.

Unverified Fund Data

Data for IMGA Ações Portugal Fund and IMGA GV Portuguese Corporate Debt has not been independently verified through our verification program. Fees, returns, and terms shown are based on manager-reported information. Compare with caution and confirm all details directly with the fund manager.

Other

IMGA Ações Portugal Fund

Managed by IM Gestão de Ativos (IMGA)

Unverified
VS
Debt

IMGA GV Portuguese Corporate Debt

Managed by IM Gestão de Ativos (IMGA)

Unverified

Key Differences at a Glance

IMGA Ações Portugal Fund has lower minimum investment and other exposure. IMGA GV Portuguese Corporate Debt has lower management fees and debt exposure.

Based on each fund's own disclosed data (fund documents and public registers). These funds may follow different investment policies and carry different risk profiles, which affects how they compare. General information only — not investment advice, a personal recommendation, or a suitability assessment; Movingto does not assess which fund is suitable for you. Capital is at risk; confirm suitability with your own qualified adviser.

Key Financials

Min. Investment
IMGA Ações Portugal Fund
€500
IMGA GV Portuguese Corporate Debt
€100,000
Fund-stated objective
IMGA Ações Portugal Fund
20% p.a.
IMGA GV Portuguese Corporate Debt
Not disclosed

Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers.

Fund Size
IMGA Ações Portugal Fund
€410.7M
IMGA GV Portuguese Corporate Debt
Not disclosed
Established
IMGA Ações Portugal Fund
1995
IMGA GV Portuguese Corporate Debt
Not disclosed

Fees & Costs

Management Fee
IMGA Ações Portugal Fund
2.175%
IMGA GV Portuguese Corporate Debt
1.7%
Performance Fee
IMGA Ações Portugal Fund
None
IMGA GV Portuguese Corporate Debt
None
Subscription Fee
IMGA Ações Portugal Fund
None
IMGA GV Portuguese Corporate Debt
1.75%
Redemption Fee
IMGA Ações Portugal Fund
None
IMGA GV Portuguese Corporate Debt
3.5%
Hurdle Rate
IMGA Ações Portugal Fund
Not disclosed
IMGA GV Portuguese Corporate Debt
Not disclosed

Liquidity & Terms

Redemption
IMGA Ações Portugal Fund
Daily
IMGA GV Portuguese Corporate Debt
Not disclosed
Lock-up Period
IMGA Ações Portugal Fund
Not disclosed
IMGA GV Portuguese Corporate Debt
Not disclosed
Risk Band
IMGA Ações Portugal Fund
Balanced
IMGA GV Portuguese Corporate Debt
Not disclosed
Category
IMGA Ações Portugal Fund
Other
IMGA GV Portuguese Corporate Debt
Debt

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Geographic Allocation

IMGA Ações Portugal Fund
Portugal
100%
IMGA GV Portuguese Corporate Debt: Not disclosed

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Have questions about these funds?

Speak with our Golden Visa team for general information about these funds and the residency process. Movingto does not provide investment advice or recommend a specific fund.

Frequently Asked Questions

The main differences include investment focus (Other vs Debt), minimum investment amounts (€500 vs €100,000), management fees (2.175% vs 1.7%), and fund managers (IM Gestão de Ativos (IMGA) vs IM Gestão de Ativos (IMGA)). Each fund has a different risk profile and return target. This is general information, not a recommendation.

IMGA GV Portuguese Corporate Debt has the lower management fee at 1.7% compared to 2.175%. Also compare the performance fees: IMGA Ações Portugal Fund charges None while IMGA GV Portuguese Corporate Debt charges None. The overall cost depends on each fund's full fee load and is only one factor among many.

IMGA Ações Portugal Fund requires a minimum investment of €500, while IMGA GV Portuguese Corporate Debt requires €100,000. The Portugal Golden Visa fund route requires €500,000 in total qualifying investment (which can combine more than one fund); a fund's own minimum is separate from Golden Visa eligibility, which must be confirmed with Portuguese legal counsel.

Both IMGA Ações Portugal Fund and IMGA GV Portuguese Corporate Debt are marketed by their managers as intended for the Portugal Golden Visa program. That is a manager statement, not a confirmation of eligibility: Golden Visa qualification is determined under Portugal's immigration rules (AIMA) and must be confirmed with Portuguese legal counsel before investing. Capital is at risk.

Other (IMGA Ações Portugal Fund) and debt (IMGA GV Portuguese Corporate Debt) sit in different categories with different risk-return profiles. Compare their disclosed fees, lock-up, fund-stated objectives (which are not forecasts or guarantees), and strategies against your own circumstances. This is general information, not a recommendation; confirm suitability with your own qualified adviser.

Redemption terms vary between funds. IMGA Ações Portugal Fund's listed redemption frequency is Daily, while IMGA GV Portuguese Corporate Debt's is not disclosed. Check each fund's documents for frequency, notice periods, fees, and suspension conditions.

Fund data is reviewed against available sources including fund prospectuses, regulatory filings, and manager-provided information. Data freshness indicators show when each fund's information was last updated. Review the latest fund documents and qualified advisers before making investment decisions.