fund
Portugal Strategic Growth Fund
Diversified fund investing in yield-generating real estate in Portugal and global fixed-income financial assets by JPMorgan.
Investment Sectors
Real Estate, Fixed Income
Strategy Overview
60% invested in yield-generating real estate assets + 40% invested in JPMorgan's fixed income
Minimum Ticket Size
€200,000
First Close Passed
Yes
Set Up Fee
3% included
Management Fee
1.25%
Performance Fee
10%
Target Annual Returns
2%
Target Returns Upon Exit
6% Estimated 5%-7% IRR
Subscription Deadline
January 2023
Target Fundraise
€105,000,000
Month Established
April 2021
Fund Duration
7 years
US-investors (PFIC)
Yes
The main differentiators for PSGF are:
1. Managed by ECS Capital, Portugal’s #1 PE and real estate fund manager;
2. Risk diversification as up to 40% of the investors’ capital will be invested via JP Morgan;
3. Proven investment strategy that focuses on capital preservation.