Golden Visa Fund Comparison
IMGA Portuguese Corporate Debt Fund vs INZ Fund
Compare IMGA Portuguese Corporate Debt Fund and INZ Fund side-by-side: fees, terms, performance metrics, and Golden Visa eligibility.
Debt
IMGA Portuguese Corporate Debt Fund
Managed by IM Gestão de Ativos (IMGA)
Unverified
VS
Private Equity
INZ Fund
Managed by STAG Fund Management
Unverified
Quick Decision Guide
Choose IMGA Portuguese Corporate Debt Fund if you prioritize debt exposure. Choose INZ Fund if you prefer lower management fees and manageable entry point.
Key Financials
€500,000
Min. Investment
Best€150,000
Min. Investment
IMGA Portuguese Corporate Debt Fund
€500,000INZ Fund
€150,000Not disclosed
Target Return
Best8% p.a.
Target Return
IMGA Portuguese Corporate Debt Fund
Not disclosedINZ Fund
8% p.a.€40.7M
Fund Size
€50M
Fund Size
IMGA Portuguese Corporate Debt Fund
€40.7MINZ Fund
€50M2004
Established
2023
Established
IMGA Portuguese Corporate Debt Fund
2004INZ Fund
2023Fees & Costs
1.7%
Management Fee
Best1.6%
Management Fee
IMGA Portuguese Corporate Debt Fund
1.7%INZ Fund
1.6%None
Performance Fee
15%
Performance Fee
IMGA Portuguese Corporate Debt Fund
NoneINZ Fund
15%1.75%
Subscription Fee
1%
Subscription Fee
IMGA Portuguese Corporate Debt Fund
1.75%INZ Fund
1%3.5%
Redemption Fee
Not disclosed
Redemption Fee
IMGA Portuguese Corporate Debt Fund
3.5%INZ Fund
Not disclosedNot disclosed
Hurdle Rate
6%
Hurdle Rate
IMGA Portuguese Corporate Debt Fund
Not disclosedINZ Fund
6%Liquidity & Terms
Daily
Redemption
End of Term
Redemption
IMGA Portuguese Corporate Debt Fund
DailyINZ Fund
End of Term60 months
Lock-up Period
60 months
Lock-up Period
IMGA Portuguese Corporate Debt Fund
60 monthsINZ Fund
60 monthsNot disclosed
Risk Band
Not disclosed
Risk Band
IMGA Portuguese Corporate Debt Fund
Not disclosedINZ Fund
Not disclosedDebt
Category
Private Equity
Category
IMGA Portuguese Corporate Debt Fund
DebtINZ Fund
Private EquityEstimated Fees on €500,000 Investment
Management fees over 6 years (excludes performance fees)
IMGA Portuguese Corporate Debt Fund
€59,750
Lower Cost
INZ Fund
€53,000
Geographic Allocation
IMGA Portuguese Corporate Debt Fund
Portugal
65%
Eurozone
30%
Non-Euro Countries
5%
INZ Fund
Portugal
70%
Spain
30%
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 (Debt vs Private Equity), minimum investment amounts (€500,000 vs €150,000), management fees (1.7% vs 1.6%), and fund managers (IM Gestão de Ativos (IMGA) vs STAG Fund Management). Each fund has different risk profiles and return targets suited to different investor preferences.
INZ Fund has the lower management fee at 1.6% compared to 1.7%. However, consider the total cost including performance fees: IMGA Portuguese Corporate Debt Fund charges None performance fee while INZ Fund charges 15%. The overall value depends on your investment goals and expected returns.
IMGA Portuguese Corporate Debt Fund requires a minimum investment of €500,000, while INZ Fund requires €150,000. Both funds meet the Portugal Golden Visa minimum requirement of €500,000. Choose based on your available capital and diversification strategy.
Both IMGA Portuguese Corporate Debt Fund and INZ 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.
The choice between debt (IMGA Portuguese Corporate Debt Fund) and private equity (INZ Fund) depends on your risk tolerance and investment goals. Debt investments typically offer different risk-return profiles compared to private equity. Consider your portfolio diversification needs and long-term investment strategy.
Redemption terms vary between funds. IMGA Portuguese Corporate Debt Fund offers Daily redemptions, while INZ 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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