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Private Equity Fund

Regulated in Portugal and with an investment horizon up to 2032

An opportunity
of investment!

This fund invests mainly in companies with the potential to increase their shares.

We promote the growth, expansion and consolidation of businesses.

An opportunity of investment!

This fund invests mainly in companies with the potential to increase their shares.

The objective is to raise up to 10M of Type A Shares (UPs) and 40M of Type B Shares by December 2023, with total investment of 50M€.

Capital Plus FCR is a Private Equity Fund that meets the requirements of the Golden Visa.

Benefits

Opportunity

COMPETITIVE TAX REGIME

10% tax for residents.
Exemption for non-residents.
Exit taxation

REGULATED FUND

Regulated by the Portuguese Securities Market Commission.

PROFESSIONAL MANAGEMENT

Managed by LYNX – Asset Managers SGOIG, S.A., an experienced team and company with a proven track record.

Under Portuguese law we cannot guarantee returns, and investors should be aware that all investments carry risk. The return target for Capital Plus FCR is 7% for investors in type B units, while the return on type A units will be linked to the annual performance of the underlying assets, being remunerated on liquidation of the fund and lastly after the investors of the type B units have been satisfied.

Invest in Portugal!

Investment

Summary Terms and Technical Sheet

Fund and Technical Data

Fund Name:  Capital Plus FCR – Fundo de Capital de Risco

CMVM: nº 1525

ISIN CODE: UPs TYPE B: PTLYNOIM0002

ISIN CODE: UPs TYPE A: PTMNSMIM0019

Fund Manager: LYNX ASSET MANAGERS – SCOIG S.A.

Type: Private Equity Fund. (FCR)

Fund size: €50 Million (10M€ UPs type A and 40M€ UPs type B)

Target Yearly Distribution: Preferred 7% (according with fund return) for UPs type B

Capital Plus Fund Maturity: 2032

Participation – Qualified Investors

Subscription Period: Until December 2023

Participation Units (UPs) Available: UPs Type B

Minimum amount: €100 000,00

Fees

Subscription Fee: None

Exit Fee: None

Fund Fees: No influence on UPs B performance return.

Others

Tax / Fiscal Aspects – 10% for Residents and 0% for non – Residents (exit taxation)

Risk Assessment

UPs Type A: Subordinate

UPs Type B: Sovereign

Investment

Capital Plus Private Equity Fund

Investors can invest in type B Participation Units (UPs):

• Investors can subscribe until May 2024.
• Yield of 7% per year, according to the fund’s return.
• Investors have an excellent opportunity to participate in an attractive project.

LYNX Asset Managers

Experienced team combining a proven track record of mutual funds, real estate investments and Private Equity/Venture

Capital Funds.

Fund: Capital Plus FCR
Fund Managers: LYNX ASSET MANAGERS, SCOIG, S.A.
Bank: Banco LJ Carregosa SA
Auditing and ROC: DFK, SA.

Talk to us

Contacts

  • +351 211 534 090

  • info@fundocapitalplus.pt

  • Rua Laura Alves, nº12, 4th floor
    1050-138 Lisbon

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