Wealthcap is launching a new private equity sister fund, “Fund Portfolio Private Equity 21/22”. The offer for participations places the focus on established medium-sized and large European companies. Investments are made in at least three target funds with a total of 30-60 companies. “With the offer for participations, investors have the possibility to invest in a high-yield asset class which is otherwise reserved for institutional investors. In the choice of target funds, we are setting store by a proven selection process and our 20 years of expertise,” says Gabriele Volz, managing director at Wealthcap.
Diversification, so important to investors, is taking place on various levels. Investments are made in several private equity target funds with differing years of issue, and therefore in different market phases and investment cycles. In addition to these target funds, investments are also made in companies from various sectors and countries. In the choice of suitable private equity target funds, Wealthcap primarily focuses on buy-out target funds, which make the companies more valuable through defined growth strategies and the use of specialist know-how.
“Fund Portfolio Private Equity 21” has a minimum EUR 20,000 investment threshold, while “Fund Portfolio Private Equity 22” requires a minimum 200,000 commitment and when compared with “21”, offers investors a more attractive fee structure. Wealthcap is continuing the successful structure of previous funds via conceptual diversification.
As well as purely private equity funds, Wealthcap also offers portfolio funds with multi-dimensional diversification, thus allowing for participation in professional value-added strategies. The real asset portfolios invest in real estate, private equity, as well as in energy and infrastructure. Portfolio 3 was launched in the summer of 2017. It has since attracted more than EUR 50 million of capital. The first target fund to be invested in is Cube Infrastructure II. Portfolio 2, launched in 2015 with a fund volume of around EUR 100 million, is now virtually fully invested. Ten target funds have already been invested in, most recently an infrastructure target fund, as well as four value add real estate target funds: ARES Europe Fund V, Hines European Value Fund, HIG Europe II and TA Realty 11. In total. around EUR 90 million have been invested in institutional target funds.
Source : Company