Investments made in our funds, which we have chosen to register as equity-based investment companies, are generally taxed as follows:
Please note that the responsibility and risk for the tax consequences for the investor of investing in our funds rests solely with the investor. We take no responsibility or risk for the tax position.
DKK 750,000 is the legal minimum amount to invest in this type of fund. This is a requirement to ensure that investors are qualified and understand the level of risk.
No, you are free to choose to invest a higher amount if you wish. However, the total size of the fund is a natural limit and allocation is on a first-come, first-served basis.
Payments are made on an ongoing basis as the fund makes its investments - typically spread over 3-4 years. For example, a total investment of DKK 1 million can be distributed in instalments of DKK 250,000-350,000 annually, depending on the structure of the fund.
Payouts typically begin 1-2 years after the investment period has ended. The timing and amount depend on the fund's performance, market developments and other conditions. There is no guarantee of dividends and the investment should be viewed as long-term.