CGA Portugal
The EQTY CGA FUND 1, FCR Venture Capital Fund
The CGA Group, together with STAG Fund Management SCR, S.A, presents you with a unique opportunity to invest in Portugal.
You can invest in a diverse asset portfolio through a shareholding in theEQTY CGA FUND 1, FCR Private Equity Fund, approved by CMVM (“Commissão de Mercado de Valores Mobiliários”), the Portuguese Stock Market Regulator.
One of Europe’s oldest countries, Portugal boasts a stable social and political economy that is experiencing exceptional growth. An investment in the EQTY CGA FUND 1, FCR Fund qualifies you for an application into the Portuguese Golden Visa Program.
The EQTY CGA FUND 1, FCR Venture Capital Fund
EQTY CGA FUND 1, FCR is a closed-ended private equity fund with an initial 8-year term and a target capitalisation of €30million.
The fund will invest in a wide range of assets, with an initial focus on hospitality, retail, residential, and retirement property assets. 60% of the fund is required to be invested in Portugal, with the remaining 40% free to invest in any other territories at the discretion of the Management Company.
There will be consideration given to bespoke investments in the United States, where it has been identified that the residential market has proven exceptional yields, ranging from 17.75% – 25% per annum dollar returns for investors.
EQTY CGA FUND 1, FCR Fund Summary
|
Fund |
€30 million – 30,000 participation units at €1,000 |
|
Targeted Annual Distribution |
3% per annum |
|
Fund Targeted Return |
10% per annum |
|
Investment Portfolio |
Companies investing in the fields of hospitality, retail, residential and retirement assets. |
|
Tax Advantages |
The FCR fund is fully exempt from Corporate Income Tax (CIT), non-resident investors who are not residents of a tax haven jurisdiction are exempt from Withholding Tax and Capital Gains Tax. |
|
Golden Visa Requirement |
€350,000 minimum investment |
|
Minimum Participation Requirement |
€50,000 |
|
Subscription period |
The Fund will close its inflows once it has reached the target capitalisation or within 18 months from initiation. |
|
Investment Bank |
Banco Comercial Português |
|
Fund Manager |
STAG Fund Management SCR, S.A. |
|
Auditors |
BDO & Accociados, SROC LDA |