Key Takeaways
- • Schroders Capital launched two new European Long-Term Investment Funds (ELTIFs) targeting private equity opportunities in North America and Europe, expanding access to private markets for both professional and non-professional investors.
- • The Schroders Capital Semi-Liquid Global Private Equity ELTIF is an evergreen fund leveraging the ELTIF 2.0 regulatory framework, building on a predecessor fund established in 2019 that has achieved $2.4 billion in assets under management with a 14.3% annualized return since inception.
- • The second fund, Schroders Capital Global Direct IV Access, operates as a closed-end vehicle investing jointly with Schroders' flagship global co-investment fund, focusing on small and medium-sized acquisitions through GP-led co-investments and secondary stakes.
- • Both funds are classified as Article 8 under the EU Disclosure Regulation (SFDR), with minimum investment thresholds of €10,000, democratizing private equity access while maintaining institutional-grade strategies and fee efficiency.
- • The launches reinforce Schroders Capital's positioning as a provider of innovative private market solutions, extending the advantages of private equity participation to a broader investor base beyond traditional institutional allocators.
Summary
Schroders Capital has announced the launch of two new European Long-Term Investment Funds (ELTIFs), marking an expansion of its private equity offerings under the enhanced ELTIF 2.0 regulatory framework. The dual launch reflects the firm's strategic commitment to democratizing access to private equity investing while maintaining institutional-grade investment discipline and fee efficiency.
The first fund, the Schroders Capital Semi-Liquid Global Private Equity ELTIF, operates as an evergreen vehicle with regular subscription and redemption capabilities, designed to provide liquidity optionality for investors. This fund builds directly on the success of Schroders Capital's Semi-Liquid Global Private Equity fund, which was launched in 2019 and has grown to $2.4 billion in assets under management across a global investor base. The predecessor fund's performance has been material to its growth trajectory, delivering a 14.3% annualized return since inception through a diversified portfolio of small and medium-sized companies in North America and Europe.
The second fund, Schroders Capital Global Direct IV Access, is structured as a closed-end fund with a complementary mandate. This vehicle invests alongside Schroders Capital's flagship global co-investment fund, providing direct participation in the firm's primary investment platform. Both funds employ similar investment strategies, focusing on small and mid-market acquisitions through GP-led co-investments and secondary stakes—approaches that have historically offered fee-efficient exposure to private equity returns.
Both funds are classified as Article 8 under the EU Disclosure Regulation (SFDR), indicating they promote environmental, social, and governance characteristics. Minimum investment thresholds are set at €10,000, positioning these vehicles as accessible to qualified professional investors and non-professional investors alike, while maintaining regulatory compliance and investment quality standards. The launches underscore Schroders Capital's commitment to expanding the institutional private equity investment model into the broader wealth management ecosystem.
The first fund, the Schroders Capital Semi-Liquid Global Private Equity ELTIF, operates as an evergreen vehicle with regular subscription and redemption capabilities, designed to provide liquidity optionality for investors. This fund builds directly on the success of Schroders Capital's Semi-Liquid Global Private Equity fund, which was launched in 2019 and has grown to $2.4 billion in assets under management across a global investor base. The predecessor fund's performance has been material to its growth trajectory, delivering a 14.3% annualized return since inception through a diversified portfolio of small and medium-sized companies in North America and Europe.
The second fund, Schroders Capital Global Direct IV Access, is structured as a closed-end fund with a complementary mandate. This vehicle invests alongside Schroders Capital's flagship global co-investment fund, providing direct participation in the firm's primary investment platform. Both funds employ similar investment strategies, focusing on small and mid-market acquisitions through GP-led co-investments and secondary stakes—approaches that have historically offered fee-efficient exposure to private equity returns.
Both funds are classified as Article 8 under the EU Disclosure Regulation (SFDR), indicating they promote environmental, social, and governance characteristics. Minimum investment thresholds are set at €10,000, positioning these vehicles as accessible to qualified professional investors and non-professional investors alike, while maintaining regulatory compliance and investment quality standards. The launches underscore Schroders Capital's commitment to expanding the institutional private equity investment model into the broader wealth management ecosystem.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.