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IMGA Ações Portugal Fund vs Steady Growth Investment 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 Steady Growth Investment Fund (managed by Celtis Venture Partners) Portugal Golden Visa investment funds.

CriteriaIMGA Ações Portugal FundSteady Growth Investment Fund
Verification StatusNot verifiedNot verified
Fund TypeMixedMulti-Asset
Fund ManagerIM Gestão de Ativos (IMGA)Celtis Venture Partners
Minimum Investment
€500,000
Best
€500,000
Target Return
0-20% p.a.
Best
0% p.a.
Established20042025
Performance Fee Hurdle0%0%
Fund Size64000000M EUR0M EUR
Management Fee1.5%
0%
Best
Performance Fee15%
0%
Best
Geographic Allocation
Portugal: 100%
Portugal: 60%
Europe: 15%
Global: 15%
USA: 5%
Other: 5%
Redemption FrequencyN/AEnd of Term
Notice PeriodN/A
30 days
Best
Minimum Holding PeriodN/ANone
TermPerpetual (open-ended)Perpetual (open-ended)
Tags
Data Last Verified
Very Fresh
Very Fresh

Frequently Asked Questions: IMGA Ações Portugal Fund vs Steady Growth Investment Fund

What are the key differences between IMGA Ações Portugal Fund and Steady Growth Investment Fund?

The main differences include investment focus (Mixed vs Multi-Asset), minimum investment amounts (€500,000 vs €500,000), management fees (1.5% vs 0%), and fund managers (IM Gestão de Ativos (IMGA) vs Celtis Venture Partners). Each fund has different risk profiles and return targets suited to different investor preferences.

Which fund has lower fees: IMGA Ações Portugal Fund or Steady Growth Investment Fund?

Steady Growth Investment Fund has the lower management fee at 0% compared to 1.5%. However, consider the total cost including performance fees: IMGA Ações Portugal Fund charges 15% performance fee while Steady Growth Investment Fund charges 0%. The overall value depends on your investment goals and expected returns.

What is the minimum investment required for each fund?

IMGA Ações Portugal Fund requires a minimum investment of €500,000, while Steady Growth Investment 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.

Are both funds eligible for Portugal Golden Visa?

Yes, both IMGA Ações Portugal Fund and Steady Growth Investment Fund are eligible for the Portugal Golden Visa program as they meet the minimum €500,000 investment requirement and are properly regulated investment funds. Investing in either fund can help you qualify for Portuguese residency through the Golden Visa route.

Should I choose a mixed fund or a multi-asset fund?

The choice between mixed (IMGA Ações Portugal Fund) and multi-asset (Steady Growth Investment Fund) depends on your risk tolerance and investment goals. Mixed investments typically offer different risk-return profiles compared to multi-asset. Consider your portfolio diversification needs and long-term investment strategy.

How often can I redeem from these funds?

Redemption terms vary between funds. IMGA Ações Portugal Fund offers standard redemptions, while Steady Growth Investment Fund 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.

How is the data in this comparison verified?

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.