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IMGA Portuguese Corporate Debt Fund vs Optimize Portugal Golden Opportunities Fund: Portugal Golden Visa Fund Comparison

Compare Investment Fees, Minimum Investment, and Performance Metrics

Detailed side-by-side analysis of IMGA Portuguese Corporate Debt Fund (managed by IM Gestão de Ativos (IMGA)) and Optimize Portugal Golden Opportunities Fund (managed by Optimize Investment Partners) Portugal Golden Visa investment funds.

CriteriaIMGA Portuguese Corporate Debt FundOptimize Portugal Golden Opportunities Fund
Fund TypeFixed Income & Digital AssetsBalanced
Fund ManagerIM Gestão de Ativos (IMGA)Optimize Investment Partners
Minimum Investment€100,000€500,000
Target Annual ReturnConsistent income above Portuguese sovereign yields4.2% annually
Established20042008
Performance Fee Hurdle8%4.2%
Fund Size156M EUR0M EUR
Management Fee1%0%
Performance Fee0%0%
Geographic Allocation
Portugal: 80%
Eurozone: 20%
Portugal: 100%
Redemption FrequencyDailyDaily
Notice Period1 days5 days
Minimum Holding PeriodNone60 months
TermPerpetual (open-ended)Perpetual (open-ended)
Tags
BondsGolden Visa EligiblePortugalOpen EndedLiquidCapital PreservationFund subscription minimumsLow-risk1-1.5% management feeLarge-cap > €100MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Golden Visa EligibleEquitiesBondsBalancedLiquidUCITSQEF EligibleDaily NAVNo Lock-UpOpen Ended€350k-€500k (subscription min only; GV still requires €500k total)Low-risk3-5% annual yield< 1% management feeSmall-cap < €50MGolden Visa funds for U.S. citizensGolden Visa funds for Australian citizensGolden Visa funds for UK citizensGolden Visa funds for Canadian citizensGolden Visa funds for Chinese citizens
Data Last Verified
Very Fresh
Very Fresh

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Frequently Asked Questions: IMGA Portuguese Corporate Debt Fund vs Optimize Portugal Golden Opportunities Fund