An open-end equity fund focused exclusively on equities listed on Euronext Lisbon and other regulated Portuguese markets, seeking to outperform the PSI-20 index.
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Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.
IMGA Ações Portugal Fund is a specialized equity investment vehicle that provides concentrated exposure to leading Portuguese companies through active management and fundamental analysis. Investment Strategy: • Focused exclusively on equities listed on Euronext Lisbon and other regulated Portuguese markets • Concentrated portfolio of leading Portuguese companies with strong fundamentals and liquidity • Active management approach seeking to outperform the PSI-20 index through selective positioning • Typically holds 15-25 positions for optimal risk-return balance • Bottom-up fundamental analysis combined with macroeconomic assessment Sector Exposure: • Financials - Portuguese banks and financial services companies • Utilities - Energy and water distribution companies • Energy - Oil, gas, and renewable energy companies • Consumer Goods - Portuguese consumer brands and retail companies • Telecommunications - Leading Portuguese telecom operators • Indirect international exposure through multinational operations of portfolio companies Investment Philosophy: • Focus on companies with strong competitive positions in their markets • Emphasis on sustainable business models and quality management teams • Value creation through capital appreciation and dividend income • Long-term investment horizon with tactical allocation adjustments Performance Objectives: • Capture long-term capital growth through appreciation of leading Portuguese equities • Generate alpha through selective overweight/underweight positions relative to PSI-20 • Provide diversified exposure to Portuguese economic growth • Deliver superior risk-adjusted returns through active portfolio management The fund leverages IMGA's deep knowledge of Portuguese capital markets and extensive research capabilities, backed by Millennium bcp Group's institutional infrastructure and market insights.
Information as reported by fund manager. Terms may vary by investor class.
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1 team member
Experienced equity professionals with deep knowledge of Portuguese capital markets, fundamental analysis expertise, and long-term track record in Portuguese equity investing
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Investment in funds involves risks, including the possible loss of principal. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.
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Fund minimum: €500,000
Typical holding period
Fund target: 0-20% p.a.
Investment Risk Disclosure: These projections are for illustrative purposes only and do not guarantee future performance. Past performance is not indicative of future results. All investments carry risk, including potential loss of principal. Consult with a qualified financial advisor before making investment decisions.
Everything you need to know about investing in IMGA Ações Portugal Fund
The fund provides professional active management with concentrated exposure to 15-25 leading Portuguese companies, leveraging IMGA's research capabilities and market expertise to outperform the PSI-20 index through selective positioning.
The fund focuses on financials, utilities, energy, consumer goods, and telecommunications - core sectors of the Portuguese economy with leading companies that have strong fundamentals and liquidity.
Through active management using fundamental bottom-up analysis combined with macroeconomic assessment, the fund takes selective overweight/underweight positions relative to the PSI-20 index to generate alpha.
Yes, the fund is eligible for the Golden Visa investment route with a minimum investment of €500,000, providing liquid exposure to Portuguese equity markets through a regulated fund structure.
The fund maintains a concentrated portfolio of 15-25 positions in leading Portuguese companies, focusing on those with strong competitive positions, quality management, and sustainable business models.