| Legal fund | Usub-fund of INVL Alternative Assets Umbrella Fund, a closed-ended composite investment fund for informed investors |
| Management company | INVL Asset Management UAB |
| Sector | investment in forestry activities |
| Start of operation | 2017 February 13 (the sub-fund’s investment period is five years, while the sub-fund itself will operate for up to eight years with the possibility of extending this period for two more years) |
| Website | https://www.invlmiskai.com |
INVL Baltic Forests Fund I invests in forests in the Baltic States, especially in Lithuania, which are suited to forestry activities. The aim is to build up a consolidated package of forest land plots, thus increasing their value and the potential income from planned harvesting. The fund’s target average annual net return on investment after expected costs is 8%.
Investment in this fund makes it possible to expand the portfolio into an asset class that stands out for its annual natural growth and is characterised by stability and attractive returns with little correlation to global markets.
Units of the fund are available for acquisition by natural and legal entities who meet the criteria for informed investors. The minimum investment amount for professional and informed investors is €30,000. During the initial offering, no single investor could acquire fund units for more than €1,000,000. The total amount of assets managed by the fund can be up to €50,000,000.