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Golden Visa Fund Comparison

IMGA Portuguese Corporate Debt Fund vs Portugal Investment 1

Compare IMGA Portuguese Corporate Debt Fund and Portugal Investment 1 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.

Partially Verified Comparison

Data for Portugal Investment 1 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)

Verified Fund
VS
Private Equity

Portugal Investment 1

Managed by Saratoga Capital

Unverified

Key Differences at a Glance

IMGA Portuguese Corporate Debt Fund has debt exposure. Portugal Investment 1 has lower management fees and a different entry point.

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
Portugal Investment 1
€125,000
Fund-stated objective
IMGA Portuguese Corporate Debt Fund
Not disclosed
Portugal Investment 1
8–11% 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
Portugal Investment 1
€50M
Established
IMGA Portuguese Corporate Debt Fund
2004
Portugal Investment 1
2021

Fees & Costs

Management Fee
IMGA Portuguese Corporate Debt Fund
1.5%
Portugal Investment 1
0.44%
Performance Fee
IMGA Portuguese Corporate Debt Fund
None
Portugal Investment 1
20%
Subscription Fee
IMGA Portuguese Corporate Debt Fund
None
Portugal Investment 1
None
Redemption Fee
IMGA Portuguese Corporate Debt Fund
None
Portugal Investment 1
1%
Hurdle Rate
IMGA Portuguese Corporate Debt Fund
Not disclosed
Portugal Investment 1
5%

Liquidity & Terms

Redemption
IMGA Portuguese Corporate Debt Fund
Daily
Portugal Investment 1
Annually
Lock-up Period
IMGA Portuguese Corporate Debt Fund
5 years
Portugal Investment 1
6 years
Risk Band
IMGA Portuguese Corporate Debt Fund
Conservative
Portugal Investment 1
Conservative
Category
IMGA Portuguese Corporate Debt Fund
Debt
Portugal Investment 1
Private Equity

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Geographic Allocation

IMGA Portuguese Corporate Debt Fund
Portugal
65%
Eurozone
30%
Non-Euro Countries
5%
Portugal Investment 1
Portugal
100%

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Frequently Asked Questions

The main differences include investment focus (Debt vs Private Equity), minimum investment amounts (€500,000 vs €125,000), management fees (1.5% vs 0.44%), and fund managers (IM Gestão de Ativos (IMGA) vs Saratoga Capital). Each fund has a different risk profile and return target. This is general information, not a recommendation.

Portugal Investment 1 has the lower management fee at 0.44% compared to 1.5%. Also compare the performance fees: IMGA Portuguese Corporate Debt Fund charges None while Portugal Investment 1 charges 20%. 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 Portugal Investment 1 requires €125,000. 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 Portugal Investment 1 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 private equity (Portugal Investment 1) 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 Portugal Investment 1's is Annually. 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. Review the latest fund documents and qualified advisers before making investment decisions.

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