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, performance metrics, and Golden Visa eligibility.
Other
IMGA Ações Portugal Fund
Managed by IM Gestão de Ativos (IMGA)
Unverified
VS
Other
Optimize Portugal Golden Opportunities Fund
Managed by Optimize Investment Partners
Unverified
Quick Decision Guide
Choose IMGA Ações Portugal Fund if you prioritize lower minimum investment. Choose Optimize Portugal Golden Opportunities Fund if you prefer lower management fees.
Key Financials
€500Best
Min. Investment
€500,000
Min. Investment
IMGA Ações Portugal Fund
€500Optimize Portugal Golden Opportunities Fund
€500,00020% p.a.Best
Target Return
Not disclosed
Target Return
IMGA Ações Portugal Fund
20% p.a.Optimize Portugal Golden Opportunities Fund
Not disclosed€410.7M
Fund Size
€216M
Fund Size
IMGA Ações Portugal Fund
€410.7MOptimize Portugal Golden Opportunities Fund
€216M1995
Established
2021
Established
IMGA Ações Portugal Fund
1995Optimize Portugal Golden Opportunities Fund
2021Fees & Costs
2.175%
Management Fee
Best1.8%
Management Fee
IMGA Ações Portugal Fund
2.175%Optimize Portugal Golden Opportunities Fund
1.8%None
Performance Fee
None
Performance Fee
IMGA Ações Portugal Fund
NoneOptimize Portugal Golden Opportunities Fund
NoneNot disclosed
Subscription Fee
1%
Subscription Fee
IMGA Ações Portugal Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
1%Not disclosed
Redemption Fee
Not disclosed
Redemption Fee
IMGA Ações Portugal Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosedNot disclosed
Hurdle Rate
Not disclosed
Hurdle Rate
IMGA Ações Portugal Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosedLiquidity & Terms
Daily
Redemption
Daily
Redemption
IMGA Ações Portugal Fund
DailyOptimize Portugal Golden Opportunities Fund
DailyNot disclosed
Lock-up Period
60 months
Lock-up Period
IMGA Ações Portugal Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
IMGA Ações Portugal Fund
Not disclosedOptimize Portugal Golden Opportunities Fund
Not disclosedOther
Category
Other
Category
IMGA Ações Portugal Fund
OtherOptimize Portugal Golden Opportunities Fund
OtherEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
IMGA Ações Portugal Fund
Fees not disclosed
Optimize Portugal Golden Opportunities Fund
€59,000
Cost comparison unavailable — one or more funds have not disclosed their fee structure.
Geographic Allocation
IMGA Ações Portugal Fund
Portugal
100%
Optimize Portugal Golden Opportunities Fund
Portugal
90%
Other / Iberia & EU (incl. Spain)
10%
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 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 different risk profiles and return targets suited to different investor preferences.
Optimize Portugal Golden Opportunities Fund has the lower management fee at 1.8% compared to 2.175%. However, consider the total cost including performance fees: IMGA Ações Portugal Fund charges None performance fee while Optimize Portugal Golden Opportunities 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 Optimize Portugal Golden Opportunities 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 Optimize Portugal Golden Opportunities 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.
Both funds focus on other, so compare their track records, management teams, fee structures, and specific investment strategies. Consider 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. Review their historical performance, redemption terms, and alignment with your investment timeline.
Redemption terms vary between funds. IMGA Ações Portugal Fund offers Daily redemptions, while Optimize Portugal Golden Opportunities 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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