According to Capitalica Asset Management, in response to investor inquiries, its Capitalica Debt Fund investment fund is now accepting investments starting from 25,000 euros.
“The asset class of investments in bonds and private debt remains attractive to investors,” explained Ignas Sablevicius, manager of the Capitalica Debt Fund at the SBA Group’s investment-management company, Capitalica Asset Management. “The relative stability of value and the ability to generate periodic income complements other asset classes well. We established the debt fund earlier this year, seeing an unmet need from companies in our region for financing their business activities, as well as a strong appetite among investors for this investment category. Until now, the minimum investment amount in the fund was 125,000 euros. We have received investments from both individuals and companies. However, we noticed an additional need – the desire of investors to invest smaller amounts in the fund. We decided to meet this demand and have lowered the minimum threshold to 25,000 euros.”
According to Sablevicius, this decision will be most beneficial for clients who are either beginning their journey as investors or already have experience in this field but, due to their chosen strategy or other reasons, are unable to commit to the previously set minimum of 125,000 euros for a single investment.
However, Capitalica notes that the opportunity is temporary, and the exception will be valid only until the spring of 2025. In addition, Capitalica notes, “each investor will need to undergo an additional assessment to determine if the investment is suitable for them.”
Managed by Capitalica Asset Management, the Capitalica Debt Fund aims to create a large, diversified, and efficiently managed investment portfolio, independent of any single sector or country, and to periodically share generated returns with investors. The fund’s objective is to achieve an annual return of up to 10% for investors and periodic income distribution of up to 5%.
The fund’s investments are primarily directed toward bonds of small and medium-sized enterprises in the Baltic States and Poland.
