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Dedicated Funds
Dedicated Funds
Dedicated funds work as closed-end investment funds, which are alternative investment funds.
They’re created by TFI in response to the individual needs of investors, allowing them to achieve diversified business targets thanks to a structured investment mechanism and implementing established strategies.
We’ve created over 90 dedicated funds for different entities.
Dedicated Funds implementation.
Due to the investors’ diverse needs, each dedicated fund is designed separately. Fist step is always the same we start with business needs and benefits analysis.
Most common purposes for creating dedicated funds are:
We create tailor made investment concepts based on recivables.
We are pioneers in creating innovative investment strategies using Alternative Funds.
What is a closed investment fund?
An investment fund operating on the rules of a closed investment fund is one of the practical forms of investing financial assets on the basis of a prepared investment policy. Investors using the possibilities given by closed funds get real control over invested assets and possess the possibility to safely store and invest assets, which are excluded from TFI’s fortune by law. Creating a closed investment fund can be initiated by an individual or economic entity.
Investment Certificates
Investment certificates in non-public funds can be obtained through a dedicated non-public emission, directed towards individual and institutional investors. The minimal investment into a certificate is 40.000 euro.
Investment certificates of closed investment funds can be admitted to trading on a regulated market or alternative trading venue. In such a case, it is possible to dispose of investment certificates through public trading or emitting new certificates in order to obtain extra capital for the fund.
Why is worth it to cooperate with Forum TFI?
Tailor made solutions..
Working with FORUM TFI, each Investor of a closed investment fund receives a completely individual solution fitted for a particular project.
High qualifications.
Qualified and experienced staff of FORUM TFI will provide support on every step of the project, from creating an investment structure fitted to needs to daily operative support.
Work with the best.
Since 2007, we’ve been cooperating with many reliable entities that provide services of legal advice, tax countel, auditors, depositaries, entities evaluating assets. Competencies and professionalism are our top priorities.
Professionalism.
Competences and professionalism fist. Always.
Competitive advantages.
Our competitive advantages are: many years of experience, perfect long-term relations with the whole business environment, independence and flexibility, as well as exquisite staff.
Focus on results..
We focus on implementing our goals worked out together with our Clients.
True business partnership.
If you seek for tailor made solutions matched to your business needs. If you apprreciate complex approach and commited business partner.
Do not hesitate to contact us. We are always open to talk about possible areas for cooperation!
Receivables
Funds
Investment activity is based mostly on investing in debt portfolios. Receivables funds can be created to serve as investment vehicles for passive investors, as an interesting alternative to allocating assets into classical financial instruments. They can also bring an Investment Group profits directed to difficult assets.
Alternative
Funds
Making investments through alternative funds requires particular competencies and a market know-how. We are the pioneers in creating alternative investment strategies in Poland, each time cooperating with a qualified partner, who is, in certain cases, entrusted with managing the asset portfolio.
List of FORUM TFI’S
dedicated funds
CENTAURUS
Closed-end Investment Fund
AUGEBIT
Closed-end Investment Fund
FORUM 105
Closed-end Investment Fund
FORUM 109
Closed-end Investment Fund
FORUM 51
Closed-end Investment Fund
FORUM 77
Closed-end Investment Fund
FORUM 79
Closed-end Investment Fund
GIOVANNI
Closed-end Investment Fund (in the process of liquidation)
GOLUB GETHOUSE PROPERTY FUND II
Closed-end Investment Fund (in the process of liquidation)
HSB INVEST
Closed-end Investment Fund
MJM&CO
Closed-end Investment Fund
P1
Closed-end Investment Fund
WECHTA
Closed-end Investment Fund
FIMM
Closed-end Investment Fund
PRO BONO
Closed-end Investment Fund
FORUM 87
Closed-end Investment Fund (in the process of liquidation)
FORUM FUND 1
Closed-end Investment Fund
FORUM IV
Closed-end Investment Fund)
VESTA
Closed-end Investment Fund
GO FUND PROPERTY
Closed-end Investment Fund (in the process of liquidation)
COMARCH CORPORATE FINANCE
Closed-end Investment Fund
HERMES
Closed-end Investment Fund
FORUM 110
Closed-end Investment Fund
FORUM 50
Closed-end Investment Fund
FORUM 54
Closed-end Investment Fund (in the process of liquidation)
WRATISLAVIA PROJECT
Closed-end Investment Fund
FORUM EURO NIERUCHOMOŚCI
Closed-end Investment Fund
PROJEKT SOLARTECHNIK FUND
Closed-end Investment Fund
PZW
Closed-end Investment Fund
FORUM 119
Closed-end Investment Fund
GOLUB GETHOUSE PROPERTY FUND
Closed-end Investment Fund (in the process of liquidation)
LOKUM DEWELOPER
Closed-end Investment Fund
FORUM 117
Closed-end Investment Fund
POLSKI DEWELOPERSKI
Closed-end Investment Fund
PRIVATE INVESTOR IX
Closed-end Investment Fund
FORUM 78
Closed-end Investment Fund
FORUM 82
Closed-end Investment Fund (in the process of liquidation)
FORUM 90
Closed-end Investment Fund
FORUM FUNDUSZ INWESTYCYJNY ZAMKNIĘTY SEKTORA NIERUCHOMOŚCI 2
FORUM X
Closed-end Investment Fund
FORUM XXIII
Closed-end Investment Fund
CYRUS ENERGY
Closed-end Investment Fund
FORUM 118 FIZ
Closed-end Investment Fund