Invest with
Balanced Growth Fund
At Balanced Growth Fund, we deliver for our investors by investing in world-class hospitality assets and backing transformative technologies—balancing stability with growth to shape the future of global investment. Our vision is to create lasting value by combining strategic capital, trusted partnerships, and sustainable innovation.
We aim to deliver strong results for institutional and individual investors by managing their capital with discipline and integrity.
Our goals are always aligned with our investors, and we make decisions with a strong sense of responsibility, openness, and focus on growth.
The fund
The fund strategically invests in two non-correlated asset classes—Real Estate and Venture Capital—to optimize the risk-reward balance. This diversification offers both stability and growth potential. Investors are given the flexibility to customize their portfolios by choosing their preferred allocation between the two categories, allowing for tailored strategies that align with individual risk profiles and investment goals.
BGF’s Net Asset Value (NAV)
€162 M
All figures as of December 2025, unless otherwise indicated.
Our latest & next investments
Location: Mauritius
Type of project: Greenfield
Operator: To Be Announced
Location: Maldives
Type of project: Operating
Hotel
Operator: To Be Announced
Location: Montenegro
Type of project: Greenfield
Operator:To Be Announced
We only engage in highly selective investments matching our matrix.
CLEAR INVESTMENT STRATEGY
We invest in luxury real estate with top-tier operators, structured through guarantees or performance-linked agreements to secure stable, attractive returns. Our focus is on safe, high-growth markets and prime natural locations, supported by strong financial feasibility.
Within the Venture Capital asset class, the fund targets revenue-generating, late-stage ventures as well as early-stage growth companies with strong scalability and long-term value potential. The focus is on growth-stage and pre-IPO opportunities with defined exit strategies.
At BGF, we deliver for our investors through clear exits, strong guarantees, and long-term growth potential.
2025 Numbers
Net Assets Under Management
€162M
€606M
Future 4 year value of 2025 assets
20 year revenue with guaranteed AGOP/GOP
€1.03B
Juristrictions BGF is investing in currently.
4
What we offer our investors
Balanced Growth Fund
Fund name
Cayman Islands
Jurisdiction
Profile
Luxury real estate & VC
Target market
Growth Markets
Management fee
2%
Perfomance fee
20% > hurdle of 6%
Minimum investment
€1,000,000
Term
10 (+2) years
Expected returns
4x
Expected IRR
15%
Dividents
6% from the 2nd Year
Legal representatives UAE
Manager
Administrator
Auditor
ISIN Number
KYG059151061
Legal representatives Cayman
€250,000,000
Fund size:
Read more about BGF
Managing risk
Our approach to risk management is built on decades of experience, designed to safeguard and grow our investors’ capital.
Market Trends
Our team continuously monitors market trends with the support of our advisors, in-house analytics, and operational teams.
BGF 2030 plan
Balanced Growth Funds announces its 2030 roadmap, targets and strategic growth in real estate, hospitality, and venture capital.