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Golden Visa Fund Comparison

IMGA Ações Portugal Fund vs Optimize Portugal Golden Opportunities Fund

Compare IMGA Ações Portugal Fund and Optimize Portugal Golden Opportunities Fund 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.

Partially Verified Comparison

Data for Optimize Portugal Golden Opportunities Fund 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)

Verified Fund
VS
Other

Optimize Portugal Golden Opportunities Fund

Managed by Optimize Investment Partners

Unverified

Key Differences at a Glance

IMGA Ações Portugal Fund has lower minimum investment. Optimize Portugal Golden Opportunities Fund has lower management fees.

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
Optimize Portugal Golden Opportunities Fund
€500,000
Fund-stated objective
IMGA Ações Portugal Fund
20% p.a.
Optimize Portugal Golden Opportunities Fund
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
Optimize Portugal Golden Opportunities Fund
€380M
Established
IMGA Ações Portugal Fund
1995
Optimize Portugal Golden Opportunities Fund
2021

Fees & Costs

Management Fee
IMGA Ações Portugal Fund
2.175%
Optimize Portugal Golden Opportunities Fund
1.8%
Performance Fee
IMGA Ações Portugal Fund
None
Optimize Portugal Golden Opportunities Fund
None
Subscription Fee
IMGA Ações Portugal Fund
None
Optimize Portugal Golden Opportunities Fund
1%
Redemption Fee
IMGA Ações Portugal Fund
None
Optimize Portugal Golden Opportunities Fund
Not disclosed
Hurdle Rate
IMGA Ações Portugal Fund
Not disclosed
Optimize Portugal Golden Opportunities Fund
Not disclosed

Liquidity & Terms

Redemption
IMGA Ações Portugal Fund
Daily
Optimize Portugal Golden Opportunities Fund
Daily
Lock-up Period
IMGA Ações Portugal Fund
Not disclosed
Optimize Portugal Golden Opportunities Fund
No lock-up
Risk Band
IMGA Ações Portugal Fund
Balanced
Optimize Portugal Golden Opportunities Fund
Aggressive
Category
IMGA Ações Portugal Fund
Other
Optimize Portugal Golden Opportunities Fund
Other

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Geographic Allocation

IMGA Ações Portugal Fund
Portugal
100%
Optimize Portugal Golden Opportunities Fund
Portugal
85%
Other / Iberia & EU (incl. Spain)
15%

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Our team can answer questions about these funds and the Golden Visa process on a free 15-minute call. We provide information, not investment advice.

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Frequently Asked Questions

The main differences include investment focus (Other vs Other), minimum investment amounts (€500 vs €500,000), management fees (2.175% vs 1.8%), and fund managers (IM Gestão de Ativos (IMGA) vs Optimize Investment Partners). Each fund has a different risk profile and return target. This is general information, not a recommendation.

Optimize Portugal Golden Opportunities Fund has the lower management fee at 1.8% compared to 2.175%. Also compare the performance fees: IMGA Ações Portugal Fund charges None while Optimize Portugal Golden Opportunities Fund 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 Optimize Portugal Golden Opportunities Fund requires €500,000. 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 Optimize Portugal Golden Opportunities Fund 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.

Both funds focus on other. Compare their track records, management teams, fee structures, and specific investment strategies — IMGA Ações Portugal Fund's approach managed by IM Gestão de Ativos (IMGA) versus Optimize Portugal Golden Opportunities Fund's strategy under Optimize Investment Partners — alongside their redemption terms and fund-stated objectives. 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 Optimize Portugal Golden Opportunities Fund's is Daily. 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.

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