Roots Global

Fund comparison

IMGA Ações Portugal versus Portugal Liquid Opportunities

vs
IM Gestão de Ativos (IMGA) logo

IMGA Ações Portugal

IM Gestão de Ativos (IMGA)

Public EquityOpen
Oxy Capital logo

Portugal Liquid Opportunities

Oxy Capital

Public EquityOpen

Residency permit & citizenship vs lock-up

IMGA Ações PortugalNo lock-up — redeemablePortugal Liquid OpportunitiesNo 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
IMGA Ações PortugalPortugal Liquid Opportunities
Minimum investment
€500
€100k
Management fee p.a.
2.17%
1.2%
Performance fee
0%
20%
Hurdle rate
~0%
5%
Subscription fee
0%
2%
Redemption fee
0%
2%
Lock-up
None
~None
Redemption
Daily
Fund term
Not disclosed
Not disclosed
Target return
Not disclosed
8–10%
Fund size
€475.5M
Inception
Jul 1995
Mar 1, 2024

What the fees add up to

€24k€48k€72k€96kStartY1Y2Y3Y4Y5Y6Y7Y8€87k€58k
IMGA Ações PortugalPortugal Liquid OpportunitiesFees 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

    Unconfirmed

  • PFIC

    Unclear

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

  • Accepted

    Accepts US investors

  • PFIC

    PFIC with annual QEF reporting

  • QEF statements

    Reported available

  • IRA route

    Unconfirmed

Research coverage

82%

data completeness

5 fund documents linked · 3 sources cited

Full profile & sources →
72%

data completeness

2 fund documents linked · 6 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.