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INVL sub-fund that invests in forest and land seeks to attract funds from informed investors

The INVL Sustainable Timberland and Farmland Fund II – Capital Fund (STAFF II CF), a sub-fund managed by INVL, the leading investment management and life insurance group in the Baltics, aims to raise additional funds from investors.

An offering of units of the STAFF II CF, which are being distributed by the INVL Family office to informed investors, began this week and will continue until 31 October (inclusive). The minimum commitment in the STAFF II CF is EUR 125,000.

STAFF II CF invests in the master fund INVL Sustainable Timberland and Farmland Fund II (STAFF II), which in turn invests and sustainably develops forest and farmland in European Union (EU) member states in Central and Eastern Europe, which offer attractive investment returns and a stable regulatory environment. Strong focus is placed on the sustainable management of forests and farmland, considering not only the conservation of nature but also social responsibility. The fund bases its activities on sustainable forestry standards and on agricultural land seeks to introduce sustainable farming principles.

STAFF II was established in the second half of 2020 and is administered by the Apex Group, one of Europe’s largest providers of fund service. The fund operates under the laws of the Grand Duchy of Luxembourg and invests in individual countries in keeping with those countries’ regulatory restrictions. STAFF II has attracted EUR 90.7 million of capital from investors and manages more than 19,000 hectares of forests and land. The fund has a maximum size of EUR 200 million.

Important information

This is a marketing communication of informative nature, which is not and may not be construed as an offer to buy units, bonds or other securities of a collective investment undertaking, an investment recommendation or an investment research, as it is not designed to take into account the investment objectives, financial situation or needs of any individual investor.

When investing, investors assume the risk associated with the investment. The value of investments can both rise and fall, and an investor may recover less than he/she/it has invested. Past investment results do not guarantee the same results or profitability in the future. Past performance is not a reliable indicator of future performance. Before making a decision to invest, a potential investors should, on their own or with the help of investment advisers, assess the suitability of the investment for them along with the taxes and fees related to the investment, consider all the risks related to the investment, and carefully read the rules, prospectus and other documents of the respective collective investment undertaking.

Units of the collective investment undertaking referred to in this announcement (the STAFF II CF) may be distributed only to informed investors as defined in the Law on Collective Investment Undertakings Intended for Informed Investors of the Republic of Lithuania, including all amendments and supplements thereto, and may not be distributed or transferred to any other persons who do not meet the criteria of an informed investor.

About the INVL group

INVL is the leading investment management and life insurance group in the Baltic region. Its companies manage pension and mutual funds and life insurance directions, individual portfolios, private equity, and other alternative investments. Over 300,000 clients in Lithuania, Latvia and Estonia and international investors have entrusted the group’s companies with the management of more than EUR 2 billion of assets. In the business for more than 30 years now, the group has solid experience in managing private equity assets and building market players that are leaders in their respective fields in the Baltic countries and Central and Eastern Europe.