Evli Private Equity III

Evli Private Equity III fund invests globally, primarily through first-class buyout funds, in unlisted companies. In the fund selection process, special attention is paid on the continuity and replicability of the manager's investment strategy and their ability to perform well throughout the economic cycles. The Fund aims to diversify its investments across investment strategies, managers, geographies, sectors and vintage years. Evli is a signatory to the UN's Principles for Responsible Investment (PRI) therefore ESG analysis and monitoring is integrated also in EPE III fund's investment process.

tuotto
Asset class has good return potential

The private equity investments, diversified across funds and vintage years, have provided good return potential throughout the economic cycle.

tuottohistoria@4x (1)
Strategy has strong historical performance

EPE III will continue the successful investment strategy of the EPE I and EPE II funds. Investments have been made since 2002 and the returns are well above the median returns of private equity market.

hajautus@4x
Well-diversified global private equity portfolio

The investment strategy is global. The goal is to invest the fund in approximately 10-15 buyout funds, each of which invests on average in 10-12 companies.

salkunhoitotiimi
Team has excellent track record

The portfolio management team is highly experienced and has excellent long-term results in implementing the investment strategy.

laatu
Access to first-class funds

Through EPE III fund, it is possible to invest in carefully selected and hard-to-access buyout funds with also a smaller capital.

sustainability
Responsible asset manager

Evli has been a signatory to PRI since 2010. ESG is integrated into Evli Private Equity's entire investment process.

NB! This product is intended for professional investors and a limited number of non-professional clients who make an investment of at least € 100,000 and who are considered to have an adequate understanding of the fund and its investment activities.

Fund terms

Fund (AIF) Evli Private Equity III Ky
Phase Open
Legal structure Finnish limited partnership (kommandiittiyhtiö)
Fund manager (AIFM) Evli Fund Management Company Ltd
Geographic focus Global
Investment focus Private equity funds (primary), co-investments and secondaries
Strategy Fund-of-funds
Fund term 14 years
Investment period 4 years
Target return IRR* 12-15% p.a. (net)
Minimum investment 100.000 €
Target size 150-200 M€

* internal rate of return

Fund's expenses and other supplementary information are available in the Key Investor Information Document.

Suitable for investors:

  • who wants to invest in carefully selected and hard to access buyout funds
  • who wants to invest in an asset class that has provided high return potential
  • who wants that fund selection process focuses on verifying the buyout funds adherence to their investment strategy and their ability to perform well through the economic cycles
  • who accepts that the fund invests in private equity funds globally and that the value of the fund may significantly differ from the overall equity market development
  • for a professional investors and a limited number of non-professional clients who are considered to have an adequate understanding of the fund and its investment activities

Why invest in Evli Private Equity III?

Private equity is investments in unlisted companies. It is the largest alternative investment asset class and its popularity continues to grow. Fund invests globally in first-class buyout funds and offers well-diversified global private equity portfolio.

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How to subscribe?

This product is intended for professional investors and a limited group of non-professional clients who make an investment of at least € 100,000 and who are considered to have an adequate understanding of the fund and its investment activities.

The fund is open to new subscriptions. Min. investment € 100,000

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