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
6 of 12 differ · marks a difference
IMGA Ações PortugalIMGA GV Portuguese Equities
Minimum investment
€500
€100k
Management fee p.a.
2.17%
1.95%
Performance fee
0%
~0%
Hurdle rate
~0%
~0%
Subscription fee
0%
2.5%
Redemption fee
0%
3.5%
Lock-up
None
None
Redemption
Daily
Daily
Fund term
Not disclosed
Not disclosed
Target return
Not disclosed
8%+
Fund size
€475.5M
€6.4M
Inception
Jul 1995
Dec 23, 2025
What the fees add up to
IMGA Ações PortugalIMGA GV Portuguese EquitiesFees 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.
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.
