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The other co-investors in our PE fund.

The benefits with the PE fund.

High potential returns.

Private equity investments have historically offered some of the highest returns among asset classes. With the opportunity to invest in promising private companies with strong growth prospects, investors are attracted to the potential for significant upside and wealth creation over the long term.

Active management and value creation.

Private equity funds are actively managed by seasoned professionals who specialize in identifying undervalued companies and implementing strategic initiatives to unlock value. This hands-on approach to management appeals to investors seeking opportunities for superior performance through active value creation strategies.

Long-Term Focus

Private equity investments provide a long-term horizon, enabling fund managers to focus on strategic initiatives and operational improvements without being swayed by short-term fluctuations. This patient approach fosters sustainable growth in portfolio companies, potentially leading to higher long-term returns.

The history of PE funds.

In the early 1980s, Sweden saw the emergence of its private equity industry, marking one of Europe's pioneers in this investment sector. Concurrently, the rise of the over-the-counter (OTC) stock market provided a crucial trading platform for venture capitalists, enabling them to trade unlisted shares and realize profits more easily.

Swedish companies have historically been attractive to investors, often seen as undervalued with strong management and substantial cash reserves. Investments in Swedish private equity funds consistently outperformed stock markets over extended periods. For instance, a 2007 study by the Swedish Private Equity and Venture Capital Association revealed that Swedish portfolio companies achieved a revenue growth rate of 21.1% between 2001 and 2006, surpassing listed companies on the Stockholm Stock Exchange's Mid Cap list, which had a growth rate of 10.8%.

In international comparisons, Swedish private equity funds have demonstrated robust performance. A study by Thomson Financial covering the period between 1996 and 2006 found that Swedish private equity funds boasted the best average returns at 17.7%, outperforming European and Nordic counterparts.

NOTE: It is important to note that historical performance is not indicative of future results. Investments in funds and securities can both increase and decrease in value, and there is no absolute guarantee of recovering the entire original capital.

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The most asked questions about our PE fund.

What is a European Long-term Investment Fund?

The proposed European Long-Term Investment Fund, or ELTIF, is a new type of collective investment framework allowing investors to put money into companies and projects that need long-term capital. It is aimed at investment fund managers who want to offer long-term investment opportunities to institutional and private investors across Europe, e.g. in infrastructure projects. To benefit from this cross-border passport the new Funds would have to meet rules designed to protect both investors and the companies and projects they invest in.

Why are they necessary?

ELTIFs are designed to increase the amount of non-bank finance available for companies investing in the real economy of the European Union. Action is needed at European level as there is no consistency among the funding vehicles in Member States, where they exist. It is also not always clear whether such funds are really focused on long-term investments such as infrastructure projects. Existing funds can only raise money in one Member State as they are not accepted across national borders. This fragmentation means the growth of funds is limited.

How much demand is there for ELTIFs?

An estimated €1 500 to €2 000 billion will be needed to finance infrastructure project needs alone in Europe up to 2020. This indicates a need for large-scale financing. The impact assessment work that has led to the development of ELTIFs showed a clear appetite from industry to be able to offer ELTIFs to the widest possible audience. (All these figures are in the Impact Assessment).

Who will want to invest in an ELTIF?

There will be a wide audience. Pension funds, municipalities that have pension obligations and insurance companies that need to find assets that pay a steady, reliable income to meet the promises they have made to their savers and policyholders will be attracted to ELTIFs. ELTIFs are also likely to appeal to smaller investors, including retail savers who can have up to 10% of their savings invested for a number of years in return for a steady income or a lump sum at the end. Investors should only put money into an ELTIF if they are completely sure they won't need it for that time. That is why the fact that they usually can't get their money back until the end has to be disclosed very clearly and there is a recommendation that investors should only commit a proportion of their savings to an ELTIF.