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Golden Visa Fund Comparison

IMGA GV Portuguese Equities vs IMGA Portuguese Corporate Debt Fund

Compare IMGA GV Portuguese Equities and IMGA Portuguese Corporate Debt 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.

Unverified Fund Data

Data for IMGA GV Portuguese Equities and IMGA Portuguese Corporate Debt 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 GV Portuguese Equities

Managed by IM Gestão de Ativos (IMGA)

Unverified
VS
Debt

IMGA Portuguese Corporate Debt Fund

Managed by IM Gestão de Ativos (IMGA)

Unverified

Key Differences at a Glance

IMGA GV Portuguese Equities has lower minimum investment and other exposure. IMGA Portuguese Corporate Debt Fund has lower management fees and debt exposure.

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 GV Portuguese Equities
€100,000
IMGA Portuguese Corporate Debt Fund
€500,000
Fund-stated objective
IMGA GV Portuguese Equities
8% p.a.
IMGA Portuguese Corporate Debt 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 GV Portuguese Equities
Not disclosed
IMGA Portuguese Corporate Debt Fund
€40.7M
Established
IMGA GV Portuguese Equities
Not disclosed
IMGA Portuguese Corporate Debt Fund
2004

Fees & Costs

Management Fee
IMGA GV Portuguese Equities
1.95%
IMGA Portuguese Corporate Debt Fund
1.7%
Performance Fee
IMGA GV Portuguese Equities
None
IMGA Portuguese Corporate Debt Fund
None
Subscription Fee
IMGA GV Portuguese Equities
2.5%
IMGA Portuguese Corporate Debt Fund
1.75%
Redemption Fee
IMGA GV Portuguese Equities
3.5%
IMGA Portuguese Corporate Debt Fund
3.5%
Hurdle Rate
IMGA GV Portuguese Equities
Not disclosed
IMGA Portuguese Corporate Debt Fund
Not disclosed

Liquidity & Terms

Redemption
IMGA GV Portuguese Equities
Not disclosed
IMGA Portuguese Corporate Debt Fund
Daily
Lock-up Period
IMGA GV Portuguese Equities
Not disclosed
IMGA Portuguese Corporate Debt Fund
5 years
Risk Band
IMGA GV Portuguese Equities
Not disclosed
IMGA Portuguese Corporate Debt Fund
Conservative
Category
IMGA GV Portuguese Equities
Other
IMGA Portuguese Corporate Debt Fund
Debt

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Geographic Allocation

IMGA GV Portuguese Equities: Not disclosed
IMGA Portuguese Corporate Debt Fund
Portugal
65%
Eurozone
30%
Non-Euro Countries
5%

Have questions about the process?

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Have questions about these funds?

Speak with our Golden Visa team for general information about these funds and the residency process. Movingto does not provide investment advice or recommend a specific fund.

Frequently Asked Questions

The main differences include investment focus (Other vs Debt), minimum investment amounts (€100,000 vs €500,000), management fees (1.95% vs 1.7%), and fund managers (IM Gestão de Ativos (IMGA) vs IM Gestão de Ativos (IMGA)). Each fund has a different risk profile and return target. This is general information, not a recommendation.

IMGA Portuguese Corporate Debt Fund has the lower management fee at 1.7% compared to 1.95%. Also compare the performance fees: IMGA GV Portuguese Equities charges None while IMGA Portuguese Corporate Debt Fund charges None. The overall cost depends on each fund's full fee load and is only one factor among many.

IMGA GV Portuguese Equities requires a minimum investment of €100,000, while IMGA Portuguese Corporate Debt 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 GV Portuguese Equities and IMGA Portuguese Corporate Debt 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.

Other (IMGA GV Portuguese Equities) and debt (IMGA Portuguese Corporate Debt Fund) sit in different categories with different risk-return profiles. Compare their disclosed fees, lock-up, fund-stated objectives (which are not forecasts or guarantees), and strategies against your own circumstances. This is general information, not a recommendation; confirm suitability with your own qualified adviser.

Redemption terms vary between funds. IMGA GV Portuguese Equities's listed redemption frequency is not disclosed, while IMGA Portuguese Corporate Debt 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.