Moonfare Buyout Portfolio
top-tier buyout funds on the Moonfare platform
Moonfare’s diligent fund selection process ensures that investors in Moonfare Buyout Portfolio get access to top-tier buyout funds.
Moonfare Buyout Portfolio allows investors to benefit from diversification across geographies, fund managers and investment strategies.
Access an asset class that has consistently outperformed public markets at minimum investment amounts of as low as €50k.
Based on customer and market research, Moonfare has developed a product that allows access to an immediately diversified portfolio of high-quality private equity buyout investments with a minimum commitment.
Previously accessible only for institutional investors and ultra high-net-worth families, private equity investments are now available to a much larger group of individuals.
“We understand there is demand for a product that provides a transparent, competitively priced route to a market that is currently unattainable.”
Dr. Steffen Pauls
CEO of Moonfare
Moonfare aggregates individual investments through its Moonfare Buyout Portfolio feeder, which targets investing in 8 to 10 underlying buyout funds
Investors qualify to invest with Moonfare if they meet certain criteria including a minimum net worth and sufficient prior investment experience. Due to the nature of funds we offer, Moonfare investments are available exclusively for (1) professional and semi-professional investors pursuant to Section 1 para. 19 no. 32 & 33 of KAGB, (2) certified high net worth investors and self-certified sophisticated investors pursuant to COBS 4.12.6 R and COBS 4.12.8 R, and (3) qualified investors pursuant to Art. 10 para. 3 CISA and Art. 6 CISO, (4) professional investors within the meaning of Luxembourg act by the act of 12 July 2013 on alternative investment fund managers, (5) professional investors pursuant to D.533-11 and D.533-12 CMF, (6) professional clients within the meaning of Directive 2014/65/EU on markets in financial instrument (MiFID II) and (7) professional investors within the meaning of Part 1 of Schedule 1 to the Securities and Futures Ordinance (Cap. 571D) and the Securities and Futures (Professional Investor) Rules.
Moonfare investment vehicles pool interest to individual private equity funds. Capital calls, capital distributions, and fees are all paid through the Moonfare investment vehicle. We work with industry-leading partners such as Clifford Chance, Pandomus, EY, and DocuSign to ensure the process is efficient and secure for investors.
MBP is a portfolio combining the highest quality private equity buyout funds in one diversified investment, available to investors at more accessible minimums than ever before.
The minimum commitment amount to MBP starts at €50,000, depending on the jurisdiction where investors are domiciled. We leverage technology to provide lower minimums than traditionally available, while respecting minimums required by local regulation for private equity investments.
The schedule of capital calls is generally determined by the underlying fund managers. In MBP, we will call 25% upfront capital call at first close. The remaining commitments across MBP will be drawn over the course of the underlying funds’ investment period, typically four to five years. Given there will be multiple managers calling capital within MBP, we will aggregate the capital calls.
Investments offered on Moonfare’s platform are screened using in-depth due diligence and outside-in analysis. Criteria are defined as per the Moonfare 5T framework including fund managers’ track record, team and terms. While we focus on only top-quartile investments, we cannot guarantee future performance. For a more complete breakdown of selection criteria, please get in touch.
MBP will provide quality access to top-tier private equity funds, with a focus on typical private equity ‘buyout funds’. These funds will have been selected by our in-house investment team and recommended to be included in MBP by our Investment Committee.
The investment horizon varies by opportunity but a typical private equity fund investment has a maturity of 10 years. MBP will reflect the investment features of the underlying investment funds and will have the same long term time horizon.