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Golden Visa Fund Comparison

IMGA Portuguese Corporate Debt Fund vs PEEIF III - Portuguese Energy Efficiency Investment Fund III

Compare IMGA Portuguese Corporate Debt Fund and PEEIF III - Portuguese Energy Efficiency Investment Fund III 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 Portuguese Corporate Debt Fund and PEEIF III - Portuguese Energy Efficiency Investment Fund III 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.

Debt

IMGA Portuguese Corporate Debt Fund

Managed by IM Gestão de Ativos (IMGA)

Unverified
VS
Clean Energy

PEEIF III - Portuguese Energy Efficiency Investment Fund III

Managed by Quadrantis Capital

Unverified

Key Differences at a Glance

IMGA Portuguese Corporate Debt Fund has lower management fees and debt exposure. PEEIF III - Portuguese Energy Efficiency Investment Fund III has a different entry point and clean energy 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 Portuguese Corporate Debt Fund
€500,000
PEEIF III - Portuguese Energy Efficiency Investment Fund III
€100,000
Fund-stated objective
IMGA Portuguese Corporate Debt Fund
Not disclosed
PEEIF III - Portuguese Energy Efficiency Investment Fund III
8–10% p.a.

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 Portuguese Corporate Debt Fund
€40.7M
PEEIF III - Portuguese Energy Efficiency Investment Fund III
€25M
Established
IMGA Portuguese Corporate Debt Fund
2004
PEEIF III - Portuguese Energy Efficiency Investment Fund III
2025

Fees & Costs

Management Fee
IMGA Portuguese Corporate Debt Fund
1.7%
PEEIF III - Portuguese Energy Efficiency Investment Fund III
2.5%
Performance Fee
IMGA Portuguese Corporate Debt Fund
None
PEEIF III - Portuguese Energy Efficiency Investment Fund III
30%
Subscription Fee
IMGA Portuguese Corporate Debt Fund
1.75%
PEEIF III - Portuguese Energy Efficiency Investment Fund III
None
Redemption Fee
IMGA Portuguese Corporate Debt Fund
3.5%
PEEIF III - Portuguese Energy Efficiency Investment Fund III
None
Hurdle Rate
IMGA Portuguese Corporate Debt Fund
Not disclosed
PEEIF III - Portuguese Energy Efficiency Investment Fund III
8%

Liquidity & Terms

Redemption
IMGA Portuguese Corporate Debt Fund
Daily
PEEIF III - Portuguese Energy Efficiency Investment Fund III
Quarterly
Lock-up Period
IMGA Portuguese Corporate Debt Fund
5 years
PEEIF III - Portuguese Energy Efficiency Investment Fund III
Not disclosed
Risk Band
IMGA Portuguese Corporate Debt Fund
Conservative
PEEIF III - Portuguese Energy Efficiency Investment Fund III
Balanced
Category
IMGA Portuguese Corporate Debt Fund
Debt
PEEIF III - Portuguese Energy Efficiency Investment Fund III
Clean Energy

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Geographic Allocation

IMGA Portuguese Corporate Debt Fund
Portugal
65%
Eurozone
30%
Non-Euro Countries
5%
PEEIF III - Portuguese Energy Efficiency Investment Fund III: Not disclosed

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Frequently Asked Questions

The main differences include investment focus (Debt vs Clean Energy), minimum investment amounts (€500,000 vs €100,000), management fees (1.7% vs 2.5%), and fund managers (IM Gestão de Ativos (IMGA) vs Quadrantis Capital). 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 2.5%. Also compare the performance fees: IMGA Portuguese Corporate Debt Fund charges None while PEEIF III - Portuguese Energy Efficiency Investment Fund III charges 30%. The overall cost depends on each fund's full fee load and is only one factor among many.

IMGA Portuguese Corporate Debt Fund requires a minimum investment of €500,000, while PEEIF III - Portuguese Energy Efficiency Investment Fund III requires €100,000. 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 Portuguese Corporate Debt Fund and PEEIF III - Portuguese Energy Efficiency Investment Fund III 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.

Debt (IMGA Portuguese Corporate Debt Fund) and clean energy (PEEIF III - Portuguese Energy Efficiency Investment Fund III) 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 Portuguese Corporate Debt Fund's listed redemption frequency is Daily, while PEEIF III - Portuguese Energy Efficiency Investment Fund III's is Quarterly. 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.

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