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Golden Visa Fund Comparison

IMGA Ações Portugal Fund vs IMGA Portuguese Corporate Debt Fund

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

Other

IMGA Ações Portugal Fund

Managed by IM Gestão de Ativos (IMGA)

Unverified
VS
Debt

IMGA Portuguese Corporate Debt Fund

Managed by IM Gestão de Ativos (IMGA)

Unverified

Quick Decision Guide

Choose IMGA Ações Portugal Fund if you prioritize lower minimum investment and other exposure. Choose IMGA Portuguese Corporate Debt Fund if you prefer lower management fees and debt exposure.

Key Financials

Min. Investment
IMGA Ações Portugal Fund
€500
Best
IMGA Portuguese Corporate Debt Fund
€500,000
Target Return
IMGA Ações Portugal Fund
20% p.a.
Best
IMGA Portuguese Corporate Debt Fund
Not disclosed
Fund Size
IMGA Ações Portugal Fund
€410.7M
IMGA Portuguese Corporate Debt Fund
€40.7M
Established
IMGA Ações Portugal Fund
1995
IMGA Portuguese Corporate Debt Fund
2004

Fees & Costs

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

Liquidity & Terms

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

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

IMGA Ações Portugal 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

IMGA Ações Portugal Fund
Portugal
100%
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 (Other vs Debt), minimum investment amounts (€500 vs €500,000), management fees (2.175% vs 1.7%), and fund managers (IM Gestão de Ativos (IMGA) vs IM Gestão de Ativos (IMGA)). Each fund has 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 2.175%. However, consider the total cost including performance fees: IMGA Ações Portugal Fund charges None performance fee while IMGA Portuguese Corporate Debt Fund charges None. The overall value depends on your investment goals and expected returns.

IMGA Ações Portugal Fund requires a minimum investment of €500, 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 IMGA Ações Portugal 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 other (IMGA Ações Portugal Fund) and debt (IMGA Portuguese Corporate Debt Fund) depends on your risk tolerance and investment goals. Other 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. IMGA Ações Portugal Fund offers Daily 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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