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Zoe Chen
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.