Thein Private Equity SICAV, podfond Industry

Through this fund, investors share in interest and other income from loans and borrowings provided to entrepreneurs and SMEs. Loans are typically secured with real estate collateral, usually at twice the value of the loan granted (an LTV of up to 50% to 60%). The fund offers stability in the face of market fluctuations, as the returns come from secured business loans. The fund is one of the more conservative investments in its category and is not affected by an equity or bond component.
  • Target return
    6,6 % p.a.
  • Fund focus
    short-term loans secured with real estate
  • Currency
    CZK/EUR
  • Front-end load
    0 – 3 % 
  • Management fee
    1 % p.a.
  • Back-end load
    4 % of the redemption value if the investor has held the investment shares for a period of less than 1 year

    3 % of the redemption value if the investor has held the investment shares for a period of less than 2 years

    2% of the redemption value if the investor has held the investment shares for a period of less than 3 years

    0 %  of the redemption value if the investor has held the investment shares for a period of more than 3 years
  • Investment horizon
    3 years
  • Fund type
    qualified investor fund
  • Minimum investment
    CZK 1 000 000
  • Valution frequency
    quarterly
  • Carried interest
    100 % of  of the growth in the value of the fund capital exceeding 6,2 % p.a.

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