The INVL Partner Private Equity Fund I, a feeder subfund of INVL, the leading investment management and life insurance group in the Baltic region, seeks to attract more funds from investors.
The INVL fund will put investors’ money to work in the EQT X, a fund with a target size of EUR 20 billion established by EQT, one of the world’s largest private equity investment firms. The EQT X invests mainly in European and US companies in the healthcare, technology, and business services sectors.
“Our fund gives investors an opportunity to diversify their holdings by investing in a global fund. Given the EQT X fund’s high requirements, it would be significantly harder for local investors to access it directly,” says Vytautas Plunksnis, the Head of Private Equity at the INVL group.
The offering of INVL Partner Private Equity Fund I investment units to informed investors begins on 1 June and will continue through 21 July. In Lithuania, the fund’s units are distributed by the brokerage firm INVL Financial Advisors.
The minimum investment in this INVL fund launched in January 2023 is EUR 125,000. The length of the fund is 15 years.
In March this year, the INVL subfund for informed investors raised EUR 18.45 million from investors.
The global EQT fund focuses on long-term secular growth, investing in high-growth companies and seeking a higher return while keeping risk lower than the private equity average. EQT’s private equity investments are managed by about 150 investment professionals.
EQT had assets under management of EUR 119 billion at the end of March 2023. Its Luxembourg-registered EQT X fund, which started up last year and in which the INVL Partner Private Equity Fund I will invest directly, had raised EUR 15 billion from investors as of the end of 2022 and aims to increase that amount to EUR 20 billion.
The INVL Partner Private Equity Fund I was established by the asset management company INVL Asset Management, a part of INVL, the leading investment management and life insurance group in the Baltics.
About INVL group
INVL is the leading investment management and life insurance group in the Baltic region. Its companies manage pension and mutual funds and life insurance directions, individual portfolios, private equity and other alternative investments. Over 300,000 clients in Lithuania, Latvia and Estonia and international investors have entrusted the group’s companies with the management of more than EUR 2 billion of assets. In the business for more than 30 years now, the group has solid experience in managing private equity assets and building market players that are leaders in their respective fields in the Baltic countries and Central and Eastern Europe.
Important notice:
This is a marketing communication. When investing, the investor assumes the risk associated with the investment. The value of investments can both rise and fall, and an investor may recover less than they invested. Past investment results do not guarantee the same results or profitability in the future. Past performance is not a reliable indicator of future performance. Before making a decision to invest, a potential investor should, on their own or with the help of investment advisers, assess the suitability of the investment for them along with the fees related to the investment, consider all the risks related to the investment, and carefully read the documents regarding the establishment and distribution of the investment fund (the rules, collective investment undertaking prospectus, etc.).
INVL and Šiaulių bankas merged their retail services as of 1 December 2023.
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INVL and Šiaulių bankas merged their retail services as of 1 December 2023.