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Golden Visa Fund Comparison

IMGA Ações Portugal Fund vs Lince Yield Fund, FCR

Compare IMGA Ações Portugal Fund and Lince Yield Fund, FCR 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

Lince Yield Fund, FCR

Managed by Lince Capital, SCR, S.A.

Verified Partner

Quick Decision Guide

Choose IMGA Ações Portugal Fund if you prioritize lower minimum investment and other exposure. Choose Lince Yield Fund, FCR if you prefer lower management fees and debt exposure.

Key Financials

Min. Investment
IMGA Ações Portugal Fund
€500
Best
Lince Yield Fund, FCR
€100,000
Target Return
IMGA Ações Portugal Fund
20% p.a.
Best
Lince Yield Fund, FCR
Not disclosed
Fund Size
IMGA Ações Portugal Fund
€410.7M
Lince Yield Fund, FCR
€20M
Established
IMGA Ações Portugal Fund
1995
Lince Yield Fund, FCR
2025

Fees & Costs

Management Fee
IMGA Ações Portugal Fund
2.175%
Lince Yield Fund, FCR
2%
Best
Performance Fee
IMGA Ações Portugal Fund
None
Lince Yield Fund, FCR
20%
Subscription Fee
IMGA Ações Portugal Fund
Not disclosed
Lince Yield Fund, FCR
Not disclosed
Redemption Fee
IMGA Ações Portugal Fund
Not disclosed
Lince Yield Fund, FCR
Not disclosed
Hurdle Rate
IMGA Ações Portugal Fund
Not disclosed
Lince Yield Fund, FCR
5%

Liquidity & Terms

Redemption
IMGA Ações Portugal Fund
Daily
Lince Yield Fund, FCR
End of Term
Lock-up Period
IMGA Ações Portugal Fund
Not disclosed
Lince Yield Fund, FCR
72 months
Risk Band
IMGA Ações Portugal Fund
Not disclosed
Lince Yield Fund, FCR
Not disclosed
Category
IMGA Ações Portugal Fund
Other
Lince Yield Fund, FCR
Debt

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

IMGA Ações Portugal Fund
Fees not disclosed
Lince Yield Fund, FCR
Fees not disclosed

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

Geographic Allocation

IMGA Ações Portugal Fund
Portugal
100%
Lince Yield Fund, FCR
Portugal
100%

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 €100,000), management fees (2.175% vs 2%), and fund managers (IM Gestão de Ativos (IMGA) vs Lince Capital, SCR, S.A.). Each fund has different risk profiles and return targets suited to different investor preferences.

Lince Yield Fund, FCR has the lower management fee at 2% compared to 2.175%. However, consider the total cost including performance fees: IMGA Ações Portugal Fund charges None performance fee while Lince Yield Fund, FCR charges 20%. The overall value depends on your investment goals and expected returns.

IMGA Ações Portugal Fund requires a minimum investment of €500, while Lince Yield Fund, FCR requires €100,000. 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 Lince Yield Fund, FCR 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 (Lince Yield Fund, FCR) 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 Lince Yield Fund, FCR provides End of Term 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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