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Growth Blue Fund

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Unverified

Growth Blue Fund

Growth Blue Fund is a closed-end alternative investment fund regulated by CMVM – Comissão do Mercado de Valores Mobiliários and managed by Growth Partners Capital, investing in private equity with a minimum commitment of €50,000 and a 10 years lock-up period.

Regulator
CMVM – Comissão do Mercado de Valores Mobiliários
ISIN
PTGWTKIM0009 (Cat. B), PTGWTLIM0008 (Cat. C)
Strategy
Private Equity
Min. Investment
€50,000
Fund Size
€50M
Management Fee
2%
Performance Fee
20% (8% hurdle)
Lock-up
10 years
Redemptions
Not disclosed
Auditor
Forvis Mazars
Status
Open
GV-intended
Manager-stated GV intent
Sources vary by field; tap or focus the source icons for details.|Last updated:

Fund Snapshot

Key Facts

Key facts for Growth Blue Fund
Min Investment €50,000
Open to US Not confirmed
Lock-up 10 years
Fund Size (AUM) €50M

Fees

Fees for Growth Blue Fund
Management Fee 2%
Performance Fee 20%

Additional Details

Additional details for Growth Blue Fund
NAV Frequency Annual
Established 2024
Regulated By CMVM – Comissão do Mercado de Valores Mobiliários

Compliance

Figures are reported by the fund manager. Movingto verification of this profile is pending.

Capital at risk. Past performance isn't indicative of future returns. Figures are shown in euro (EUR); fees reduce returns, and for investors funding from another currency amounts may rise or fall with exchange rates. This is not investment advice.

Investor decision panel

What to know before shortlisting this fund

Data completenessPartial (73%)
Last evidence checkNot available

Profile facts

  • Strategy recorded as Private Equity.
  • Status recorded as open for subscriptions.
  • Manager-reported risk band: Aggressive.

Confirm before shortlisting

  • Confirm the stated 120-month lock-up against current fund documents.
  • US-person onboarding and FATCA/PFIC handling are not confirmed.

Key unknowns

  • CMVM ID
  • Custodian
  • Redemptions

Main diligence flags

  • No major flags detected. Confirm current documents before investing.

Golden Visa note: The manager states this fund is intended for Golden Visa applicants, but this claim is not shown as independently verified here.

Historical Performance

No monthly performance data available
Monthly returns, AUM, and NAV will appear when reported.

About the Fund

Growth Blue is a closed-end private equity fund focused on Portugal’s Blue Economy, investing in SMEs and Mid-Caps with strong operational foundations and clear growth potential. Supported by the European Investment Fund and overseen by CMVM, it aims to create value by actively managing its investments and following a policy that focusses on sustainability.

Growth Blue – Fundo de Capital de Risco Fechado is a private equity fund dedicated to scaling SMEs and Mid-Caps operating within the Blue Economy, with a particular focus on companies established in Portugal. The fund is managed by Growth Partners Capital and brings together more than two decades of investment experience in the Iberian Peninsula. Its strategy centres on acquiring meaningful equity and quasi-equity positions, typically between 40% and 60%, allowing the fund to participate actively in strategic decision-making, governance oversight, and long-term value creation. A defining feature of Growth Blue is the presence of the European Investment Fund as an anchor investor, supported by the Capital and Quasi-Capital Funds of Banco Português de Fomento and the European Commission’s InvestEU program. This institutional backing provides additional credibility and aligns the fund with broader European objectives in sustainable economic development. The fund’s investment policy promotes environmental and social characteristics by targeting companies that contribute to the Blue Economy while excluding those operating in sectors deemed incompatible with sustainability criteria. Each investment undergoes a detailed due diligence process that assesses governance structures, board practices, compensation frameworks, risk controls, and operational integrity. Growth Partners Capital often places a representative on the board of each investee company to ensure continued oversight and alignment with best-practice governance. With at least 85% of its capital deployed in Portugal and the remainder across the European Union, Growth Blue aims to support businesses with strong fundamentals, scalable models, and potential for both organic and inorganic expansion. As a closed-end fund with a defined term and CMVM supervision, it offers a structured approach to long-term private equity investing in one of Europe’s fastest-growing sustainability-orientated sectors.

Regulatory Identifiers

We source from CMVM-regulated managers where applicable. Verify each fund's registration and GV suitability with counsel.

Regulatory identifiers
ISIN PTGWTKIM0009 (Cat. B), PTGWTLIM0008 (Cat. C)

Fund Documents

Provided by the fund manager. Review the fund's official documents before subscribing; Movingto has not independently verified their contents.

Key Terms

Key terms for Growth Blue Fund
Minimum Investment €50,000
Fund Structure Private Equity
Lock-up Period 10 years
Domicile Portugal
Custodian Not disclosed
Auditor Forvis Mazars
ISIN PTGWTKIM0009 (Cat. B), PTGWTLIM0008 (Cat. C)
Typical Ticket Not disclosed
Risk Band Aggressive
Fund Status
Open
Inception Date 2024

Figures are reported by the fund manager. Movingto verification of this profile is pending. Terms may vary by investor class.

Fees

Fee Structure

Management Fee2%
Performance Fee20%

8% preferred return hurdle

Subscription FeeNone
Redemption FeeNone

Fee Calculator

EUR
Incomplete estimate: Performance fee depends on actual returns above any hurdle and is not included in the annual cost estimate.
Annual management fee:€1,000
Performance fee:Depends on returns
Known annual cost:€1,000
Performance fees depend on actual returns above any hurdle. Missing fee disclosures are diligence gaps, not zero-cost assumptions. The annual management fee recurs every year and compounds to reduce your total return over the holding period; performance fees, when charged, reduce returns further — see the investment calculator on this page for the cumulative impact. Amounts are shown in EUR; if you fund from another currency, what you pay may rise or fall with exchange rates.

Geographic Allocation

Portugal85%
Other15%

Redemption Terms

Redemption terms
Lock-up Period 120 months (10y)

Additional Terms

Growth Blue is a closed-end private equity fund with no redemption rights during its full 10-year term. Units cannot be redeemed early under any circumstances. Transfers are only possible through private secondary transactions, subject to manager approval, KYC/AML checks, and CMVM rules. Investors should expect their capital to remain fully locked until the end of the fund’s life or final liquidation of its portfolio.

Redemption terms may vary by investor class. Verify details with the fund manager.

Regulatory & Compliance

CMVM RegistrationNot disclosed
AuditorForvis Mazars
CustodianNot disclosed
NAV FrequencyAnnual
PFIC/QEF Status
Status Unknown

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

Ask Movingto about Growth Blue Fund

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Disclaimer: Your enquiry goes to Movingto. Movingto does not provide investment advice or introduce visitors directly to fund managers from this site. Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers.

Important Notice for Investors

You invest in units or shares of the fund, not directly in its underlying assets. Investment in funds involves risks, including the possible loss of principal. Where a fund is described as sustainable, ESG, or impact-oriented, those characteristics reflect the fund's own disclosures — check the fund's documents and any SFDR classification; a sustainability label does not by itself determine return or risk. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.

Growth Blue Fund

Min Investment

€50,000

Fund-stated objective

Not disclosed

Capital is at risk. Target returns are fund-stated objectives, not forecasts or guarantees. Confirm all details against the fund prospectus/KID and qualified advisers.

No published fund-stated objective

This fund hasn't specified a fund-stated objective, so no return is assumed. Enter your own assumption below to model an outcome — any figure you enter is your own, not the fund's.Ask Movingto what disclosure is missing, then confirm any objective against current fund documents.

Investment Calculator

Project potential returns based on your investment parameters

Display returns after disclosed management and performance fees

Fund minimum: €50,000

Typical holding period

%

No published fund target — enter your own assumption

No published fund-stated objective: This fund hasn't specified a return objective, so no return is assumed. Any figure here is your own assumption, not the fund's or a Movingto projection. Actual performance may differ significantly, and capital is at risk. Confirm fund-specific information against current fund documents and qualified advisers.

Investment Risk Disclosure: The figures shown are an illustration, not a forecast. They are an estimate of future performance based on your own assumptions and on how this type of investment has behaved and/or on current market conditions, and are not an exact indicator — what you actually get will vary with market performance and how long you stay invested. This investment may result in a financial loss, as there is no capital guarantee. Past performance does not guarantee future results. Any future return is also subject to taxation, which depends on your personal situation and may change. Figures are shown in euro (EUR); if you fund from another currency, the amounts you pay and receive may rise or fall with exchange-rate movements. Confirm details against the fund's own documents and a qualified financial adviser before making any investment decision.

Frequently Asked Questions

Growth Blue is a CMVM-regulated Private Equity fund managed by Growth Partners Capital that pursues a growth-equity strategy in Portugal's "Blue Economy," investing in profitable SMEs and mid-caps to generate both financial returns and sustainable ocean-resource impact.

The fund seeks €50 million of total commitments and has secured a €28 million anchor investment from the European Investment Fund (EIF), alongside commitments from national and international private investors.

Investors can join the fund with a minimum subscription of €100 000.

Growth Partners Capital, S.A.—a CMVM-licensed Private Equity firm—is the fund manager, and Deloitte serves as the independent auditor.

Growth Blue has a 10-year lifespan from the initial closing, with a 5-year investment window structured as three years plus two one-year extension options.

A 2 % annual management fee is charged on committed capital, and a 20 % carried-interest applies on profits above a 7 % preferred-return hurdle.

The fund aims for an internal rate of return (IRR) above 20 % per annum and a money-on-money multiple of 3.3× over its life, with annual dividend distributions to investors.

Over 85 % of Growth Blue's investments will be in Portuguese SMEs and mid-caps, leveraging Portugal's strategic maritime position, large exclusive economic zone, and strong Blue-economy tradition.

Core areas include Offshore Renewable Energy, Seafood & Aquaculture, and the Blue Bioeconomy, plus related technologies—each chosen for Portugal's competitive advantage and strong growth prospects.

The fund invests in profitable SMEs and mid-caps with EBITDA above €2 million, deploying approximately €5 – 10 million per deal for large minority or controlling equity stakes.

Value is added through hands-on initiatives—100-day operational plans, cost and supplier optimization, professionalizing management, strategic planning, and support for scale-up and international expansion.

Deals include dividend and liquidation preferences, anti-dilution and non-competition clauses, board representation, drag-along/tag-along rights, and the fund employs no leverage at its own level.

Single-company exposure is capped at 15 % and sector exposure at 30 %. ESG adoption, biannual investor reporting, a formal Guidance Committee, and thorough legal/financial/ESG due diligence underpin the governance framework.

Depending on final size, Growth Blue anticipates 8–10 transactions. It currently has at least three pipeline projects under negotiation or analysis, with tickets ranging from €3.5 million to €7 million.

The Blue Economy is a fast-growing global sector supported by European and international policy. It covers everything from sustainable aquaculture to marine technology, ocean data, coastal innovation, and clean-energy solutions. With strong institutional backing and long-term environmental relevance, it is considered a structural, not cyclical, growth theme.

Compliance & Structural Details

The profile marks this fund as Golden Visa intended by its manager. Fund-route evidence must still be confirmed against current law, fund documents, and the applicant's own legal file — eligibility is assessed per application, not guaranteed by the fund.

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