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Crown Investments Fund

A closed-end venture capital fund investing primarily in SMEs with high growth potential, focusing on tourism-related sectors and Portuguese companies.

Fund Snapshot

Key Facts

Min Investment€100,000
RedemptionsN/A
Open to USYes
Lock-up96 months
Fund Size (AUM)N/A

Fees

Management Fee
2.5%
Performance Fee
12.5%

Additional Details

NAV FrequencyN/A
Established2023
Notice PeriodN/A
Regulated ByN/A

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Compliance

GV Eligible

Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.

Historical Performance

No performance data available
Performance metrics will appear when data is provided

Fund Overview

About the Fund

Crown Investments Fund is a sub-fund of Global Insight, specifically designed to invest in small and medium-sized enterprises (SMEs) with high growth potential, particularly in Portugal's tourism ecosystem. Investment Focus: • At least 60% of investments in Portugal or Portuguese subsidiaries abroad • Tourism-related sectors including hotels, restaurants, travel agencies, digital platforms • Specialized tourism segments: ecotourism, luxury tourism, cultural tourism • Tourist transport and related activities • Companies at growth, restructuring, or internationalization stages • Innovative early-stage start-ups with tourism connections Fund Structure: • Two investment categories with differentiated participation rights • Category A: €500,000 minimum (Qualified Investors only) • Category B: €100,000 minimum (Qualified or non-qualified investors) • Complex performance fee structure rewarding Category B investors in later stages Distribution Policy: • Priority return of invested capital to both categories • Category B benefits from 5% hurdle rate before performance fees • Stage 1: 37.5% to Cat A, 50% to Cat B, 12.5% to manager • Stage 2: 15% to Cat A, 80% to Cat B, 5% to manager The fund is managed by Insight Venture, a CMVM-licensed Portuguese venture capital management company with expertise in private equity across tourism, technology, and innovation-driven businesses. The firm emphasizes active management and rigorous governance policies.

Key Terms

Key Terms

Minimum Investment€100,000
Fund StructureVenture Capital
Fund Term8 years
DomicileN/A
CustodianN/A
AuditorN/A
ISINN/A
Fund Status
Open
Inception Date2023

Information as reported by fund manager. Terms may vary by investor class.

Financial Details

Fees

Fee Structure

Management Fee2.5%
Performance Fee12.5%

Fee Calculator

Management fee:€0
Performance fee*:€0
Estimated annual cost:€0

Geographic Allocation

Portugal60%
Europe30%
Other10%

Fund Structure

Regulatory & Compliance

CMVM RegistrationN/A
AuditorN/A
CustodianN/A
NAV FrequencyN/A
PFIC/QEF Status
Status Unknown

Always confirm regulatory details with the fund manager and legal counsel before investing.

Team Information

Fund Team

1 team member

IVMT

Insight Venture Management Team

Fund Management

Portuguese venture capital management company specializing in private equity and venture capital across tourism, technology, and innovation-driven businesses

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Get in Touch with Crown Investments Fund

Enquire about Crown Investments Fund. The fund manager will respond within 24-48 hours.

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Disclaimer: This enquiry does not constitute investment advice or a commitment to invest. All investments carry risk. Past performance does not guarantee future results. By submitting this form, you agree to be contacted by the fund manager.

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Important Notice for Investors

Investment in funds involves risks, including the possible loss of principal. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.

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Fund minimum: €100,000

Typical holding period

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Fund target: 0-0% p.a.

Investment Risk Disclosure: These projections are for illustrative purposes only and do not guarantee future performance. Past performance is not indicative of future results. All investments carry risk, including potential loss of principal. Consult with a qualified financial advisor before making investment decisions.

Frequently Asked Questions about Crown Investments Fund

Everything you need to know about investing in Crown Investments Fund

What are the differences between Category A and Category B investments?

Category A requires €500,000 minimum (Qualified Investors only) while Category B requires €100,000 (any investor type). They have different performance fee structures, with Category B benefiting from better terms in later distribution stages.

How does the complex performance fee structure work?

The fund has a two-stage distribution policy. In Stage 1, profits are split 37.5% to Category A, 50% to Category B, and 12.5% to manager. In Stage 2, the split becomes 15% to Category A, 80% to Category B, and 5% to manager, heavily favoring Category B investors.

What types of tourism companies does the fund target?

The fund focuses on hotels, restaurants, travel agencies, digital tourism platforms, ecotourism, luxury tourism, cultural tourism, and tourist transport companies, particularly those at growth, restructuring, or internationalization stages.

What is the Portuguese investment requirement?

At least 60% of investments must be in Portugal or Portuguese subsidiaries abroad, with funds allocated to Portuguese operations, ensuring significant exposure to the Portuguese tourism economy.

How does the fund ensure liquidity for investors?

The fund offers no immediate liquidity but provides repayment within 1 year after liquidation. Category A units have right of first refusal, providing some transferability options.

What regulatory oversight does this fund have?

The fund is registered with CMVM (Registration: 1877002) and managed by Insight Venture, which is licensed and supervised by the Portuguese Securities Market Commission, ensuring regulatory compliance and investor protection.