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Golden Visa Fund Comparison

IMGA Ações Portugal Fund vs Steady Growth Investment Fund

Compare IMGA Ações Portugal Fund and Steady Growth Investment 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

Steady Growth Investment Fund

Managed by Celtis Venture Partners

Unverified

Quick Decision Guide

Choose IMGA Ações Portugal Fund if you prioritize lower minimum investment. Choose Steady Growth Investment Fund if you prefer lower management fees.

Key Financials

Min. Investment
IMGA Ações Portugal Fund
€500
Best
Steady Growth Investment Fund
€500,000
Target Return
IMGA Ações Portugal Fund
20% p.a.
Best
Steady Growth Investment Fund
Not disclosed
Fund Size
IMGA Ações Portugal Fund
€410.7M
Steady Growth Investment Fund
Not disclosed
Established
IMGA Ações Portugal Fund
1995
Steady Growth Investment Fund
2026

Fees & Costs

Management Fee
IMGA Ações Portugal Fund
2.175%
Best
Steady Growth Investment Fund
None
Performance Fee
IMGA Ações Portugal Fund
None
Steady Growth Investment Fund
None
Subscription Fee
IMGA Ações Portugal Fund
Not disclosed
Steady Growth Investment Fund
Not disclosed
Redemption Fee
IMGA Ações Portugal Fund
Not disclosed
Steady Growth Investment Fund
Not disclosed
Hurdle Rate
IMGA Ações Portugal Fund
Not disclosed
Steady Growth Investment Fund
Not disclosed

Liquidity & Terms

Redemption
IMGA Ações Portugal Fund
Daily
Steady Growth Investment Fund
End of Term
Lock-up Period
IMGA Ações Portugal Fund
Not disclosed
Steady Growth Investment Fund
Not disclosed
Risk Band
IMGA Ações Portugal Fund
Not disclosed
Steady Growth Investment Fund
Not disclosed
Category
IMGA Ações Portugal Fund
Other
Steady Growth Investment Fund
Other

Estimated Fees on €500,000 Investment

Management fees over 6 years (excludes performance fees)

IMGA Ações Portugal Fund
Fees not disclosed
Steady Growth Investment Fund
Fees not disclosed

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

Geographic Allocation

IMGA Ações Portugal Fund
Portugal
100%
Steady Growth Investment Fund
Portugal
60%
Europe
15%
Global
15%
USA
5%
Other
5%

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 None), 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.

Steady Growth Investment Fund has the lower management fee at None compared to 2.175%. However, consider the total cost including performance fees: IMGA Ações Portugal Fund charges None performance fee while Steady Growth Investment 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 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.

Both IMGA Ações Portugal Fund and Steady Growth Investment 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 Steady Growth Investment Fund's strategy under Celtis Venture 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 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.

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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