An open-end bond investment fund focusing on corporate debt securities issued predominantly by Portuguese companies, targeting stable returns with controlled risk.
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Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.
IMGA Portuguese Corporate Debt Fund is a specialized fixed-income investment vehicle that focuses on Portuguese corporate debt securities, providing investors with exposure to the Portuguese corporate credit market while maintaining strict risk controls. Investment Strategy: • At least 80% of assets invested in investment-grade bonds and commercial paper • Focus on corporate debt securities issued predominantly by Portuguese companies • Selective exposure to other Eurozone corporate issuers for diversification • Emphasis on credit analysis and broad diversification across sectors • Average portfolio maturity maintained between 1-5 years for optimal risk-return balance Portfolio Characteristics: • Broad sector diversification across utilities, banking, industrials, and telecommunications • Investment-grade focus ensuring capital preservation and controlled risk • Daily pricing and redemption capability providing superior liquidity • Emphasis on securities with strong credit profiles and stable cash flows Performance Objectives: • Generate consistent income above Portuguese sovereign yields • Focus on capital preservation while outperforming domestic bond indices • Provide stable returns through economic cycles with controlled volatility • Leverage IMGA's extensive credit research and analysis capabilities Geographic Focus: • Primarily Portugal with deep knowledge of local corporate issuers • Selective exposure to other Eurozone markets for enhanced diversification • Focus on companies with strong fundamentals and sustainable business models The fund is managed by IMGA, one of Portugal's largest investment management companies with over €8 billion in assets under management, backed by the institutional strength of Millennium bcp Group.
Information as reported by fund manager. Terms may vary by investor class.
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1 team member
Experienced fixed income professionals with decades of expertise in Portuguese corporate credit markets and rigorous credit analysis
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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: €100,000
Typical holding period
Fund target: 0-0% 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 Portuguese Corporate Debt Fund
The fund focuses on investment-grade bonds and commercial paper with at least 80% allocation, maintains 1-5 year average maturity, and emphasizes capital preservation while providing stable income above sovereign yields.
As an open-end fund, it offers daily pricing and redemption capabilities, allowing investors to subscribe or redeem their holdings on any business day with transparent NAV calculations.
The fund maintains broad sector diversification across utilities, banking, industrials, and telecommunications, focusing on Portuguese companies with strong credit profiles and stable cash flows.
Yes, the fund is eligible for the Portuguese Golden Visa investment route with a minimum investment of €100,000, providing a liquid option for Golden Visa applicants.
IMGA is one of Portugal's largest investment management companies with over €8 billion in assets under management, backed by Millennium bcp Group, with decades of experience in Portuguese corporate credit markets.