The Funds
The Balanced Growth Funds are CIMA-regulated investment vehicles managed from the UAE. The funds under BGF’s umbrella are structured as closed-ended vehicles, typically operating with investment periods of 5 to 10 years.
We currently operate two vehicles: Balanced Growth Fund I SP with a size of USD 100 million, and Balanced Growth Fund II SP with a size of EUR 250 million. Each fund is designed with distinct risk profiles to accommodate the diverse needs of our investors.
“We provide capital to help our portfolio companies grow and improve performance. In doing so, we seek to generate lasting value for our investors.”
- Shakul Sharma, Fund Architect
What we offer our investors BGF I
Perfomance fee
20% > hurdle of 6%
Minimum investment
€1,000,000
Term
10 (+2) years
Expected returns
4x
Dividents
6% from the 2nd Year
Manager
Auditor
Balanced Growth Fund I SP
Fund name
Cayman Islands
Jurisdiction
Profile
Luxury real estate & VC
Target market
Growth Markets
Management fee
2%
Expected IRR
15%
Legal representatives UAE
Administrator
ISIN Number
KYG059151061
$100,000,000
Fund size:
Legal representatives Cayman
Our Principles at Balanced Growth Fund
Act with transparency
We believe trust is earned through openness, clarity, and accountability in every decision we make.
Balance risk and reward
We carefully weigh opportunity against risk, ensuring resilient outcomes that stand the test of time and market cycles.
Lead with integrity
We uphold the highest standards of honesty and responsibility, protecting the trust placed in us.
Empower collaboration
We cultivate a culture where diverse perspectives shape stronger ideas, and where collective expertise fuels shared success.
Deliver consistency
We aim to provide stable performance and dependable outcomes for generations of investors.
Innovate responsibly
We embrace new ideas and strategies, applying innovation with discipline to ensure lasting impact.
