Roots Global

Fund comparison

Heed Top Investment Fund versus IMGA GV Portuguese Corporate Debt

vs
Heed Capital logo

Heed Top Investment Fund

Heed Capital

DebtOpen
IM Gestão de Ativos (IMGA) logo

IMGA GV Portuguese Corporate Debt

IM Gestão de Ativos (IMGA)

DebtOpen

Residency permit & citizenship vs lock-up

Heed Top Investment FundNo lock-up — redeemableIMGA GV Portuguese Corporate DebtNo lock-up — redeemable~Year 6: typical naturalization decision

Golden Visa applicants must keep the qualifying €500,000 invested while the residency is active; naturalization timelines vary by case. Not legal advice.

Key facts, side by side

7 of 12 differ · marks a difference
Heed Top Investment FundIMGA GV Portuguese Corporate Debt
Minimum investment
€100k
€100k
Management fee p.a.
1.5%
1.7%
Performance fee
20%
0%
Hurdle rate
5%
~0%
Subscription fee
2%
1.75%
Redemption fee
5%
3.5%
Lock-up
None
None
Redemption
Daily
Daily
Fund term
Not disclosed
Not disclosed
Target return
5%+
Not disclosed
Fund size
€23.1M
€3.4M
Inception
Aug 13, 2024
Jan 6, 2026

What the fees add up to

€21k€42k€63k€84kStartY1Y2Y3Y4Y5Y6Y7Y8€70k€77k
Heed Top Investment FundIMGA GV Portuguese Corporate DebtFees on €500k over 8 years — subscription + management only

Constant-balance illustration on a €500,000 Golden Visa subscription. Performance fees, redemption fees and fund-level costs are excluded — verify the full stack in each fund's prospectus.

For US investors

  • Accepted

    Accepts US investors

  • PFIC

    PFIC with annual QEF reporting

  • QEF statements

    Reported available

  • IRA route

    Unconfirmed

  • Accepted

    Unconfirmed

  • PFIC

    Unclear

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

Research coverage

92%

data completeness

5 fund documents linked · 5 sources cited

Full profile & sources →
76%

data completeness

3 fund documents linked · 3 sources cited

Full profile & sources →

This comparison restates researched data side by side — it is not a recommendation of either fund. Facts marked with a dash or "not disclosed" were not published; how much weight any difference deserves depends on your situation.