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IMGA Ações Portugal Fund vs Optimize Portugal Golden Opportunities Fund: Portugal Golden Visa Fund Comparison

Compare Investment Fees, Minimum Investment, and Performance Metrics

Detailed side-by-side analysis of IMGA Ações Portugal Fund (managed by IM Gestão de Ativos (IMGA)) and Optimize Portugal Golden Opportunities Fund (managed by Optimize Investment Partners) Portugal Golden Visa investment funds.

CriteriaIMGA Ações Portugal FundOptimize Portugal Golden Opportunities Fund
Fund TypeMixedBalanced
Fund ManagerIM Gestão de Ativos (IMGA)Optimize Investment Partners
Minimum Investment€500,000€500,000
Target Annual Return20% annually4.2% annually
Established20042008
Performance Fee Hurdle20%4.2%
Fund Size64M EUR0M EUR
Management Fee1.5%0%
Performance Fee15%0%
Geographic Allocation
Portugal: 100%
Portugal: 100%
Redemption FrequencyDailyDaily
Notice Period1 days5 days
Minimum Holding PeriodNone60 months
TermPerpetual (open-ended)Perpetual (open-ended)
Tags
EquitiesGolden Visa EligiblePortugalOpen EndedDaily NAV€350k-€500k (subscription min only; GV still requires €500k total)Low-risk1-1.5% management feeMid-cap €50-100MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Golden Visa EligibleEquitiesBondsBalancedLiquidUCITSQEF EligibleDaily NAVNo Lock-UpOpen Ended€350k-€500k (subscription min only; GV still requires €500k total)Low-risk3-5% annual yield< 1% management feeSmall-cap < €50MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Data Last Verified
Very Fresh
Very Fresh

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Frequently Asked Questions: IMGA Ações Portugal Fund vs Optimize Portugal Golden Opportunities Fund