Luxembourg Investment Vehicle Overview
Here comes the ELTIF: What kind of vehicle is this?
Regulated
fund vehicle
Priority according to
European Commission
Green Paper
Long-term
investment
of 70% of the
capital
First-time
EU Passport
for pan-
European retail
distribution
ELTIF
European
long-term
investment fund
Institutional and
Various
asset classes
retail investors
Financial vehicle corresponding to the Europe 2020 strategy
Contributes to the implementation of the political objective: a high level of
employment and smart, sustainable growth
Regulated fund vehicle
ELTIFS provide long-term and stable returns and pursue a long-term
investment strategy
70% of the capital
must be invested in more or less clearly defined long-term assets
EU Retail Product Passport available
Unlike other AIFS, ELTIFS benefit from the EU Retail Product Passport
Various asset classes
Private equity, infrastructure, specific real estate, listed SMEs,
participations, debt instruments, other ELTIFS, EUVECAS or EuSEFS
Institutional and retail investors
Retail investors with a portfolio of up to EUR 500,000 may not invest
an aggregate amount exceeding 10% of their portfolio in ELTIFS. Initial
amount must be at least EUR 10,000. Written alert for ELTIFS whose
lifecycle exceeds 10 years: "may not be suitable for retail investors".View entire presentation