BlackRock Private Equity Fund: Now available on web.
ELTIFs: Private equity in the Scalable Broker
Your gateway to
private equity
Invest now in private equity with the Scalable Broker: the first broker in Europe to provide seamless access to private markets.
Investing involves risks. Liquidity restrictions apply. Consider specific product information.
Exclusivity First-class access to deals previously only available to professional investors |
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Potential Potential for higher returns and diversification |
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Expertise Private companies selected by BlackRock with over 20 years of expertise |
Private equity investing – alongside professionals
Unlock access to private markets with BlackRock’s Private Equity Fund.
BlackRock Private Equity Fund
ISIN: LU2894863567
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Minimum initial investment: €10,000 |
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Savings rate: from €1 after minimum investment - coming soon |
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Accumulating open-end fund |
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No redemptions until 30/06/2027, quarterly thereafter1 |
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Monthly fund price calculation and subscription |
Investing involves risks. Liquidity restrictions apply. Consider specific product information.
1Redemptions are limited to 5% of the fund's net asset value per quarter and 27.3% of the fund's liquid assets.
Private equity: A growing asset class
Currently, 88% of companies2 are privately held. As a result a significant number of companies are not directly investible. Companies remain private for longer. The average time to IPO increased from 8.6 years (1992-2001) to 11.1 years (2002-2025)2. This moves a significant portion of value creation into private markets.
Private equity presents an opportunity for investors to invest into innovative 'hidden champions' and benefit from long-term growth opportunities.
Most global companies are in private hands
Source: represents global companies with $100 million or more in annual revenue. Capital IQ, March 2023.
Number of private companies is growing
Source: The World Bank, listed domestic companies in the EU data from 2020 as of 2023. Eurostat,: Business demography of the business population from 2020 as of 2023.
2Source: Capital IQ, March 2023.
Attractive off-market-returns
With average annual returns of 14.9% over the last 20 years, private equity has outperformed the global stock market3. The asset class can offer additional diversification and an optimised risk/return profile to suitable investors with a long investment horizon and sufficient risk tolerance.
Analyses by the BlackRock Investment Institute show that adding up to 20% private market investments to a traditional 60/40 portfolio (60% equities, 40% bonds) can improve the risk-return profile: The expected return increases from 5.5% to 7.2%, while the risk increases only slightly from 11.3% to 12.7%.4
Private equity outperformed listed global investments
3Source: Burgiss, September 2024, private equity investments are represented by the Burgiss Private Equity Index (buyouts) after fees. Covers 1,976 private equity funds (investing in established markets). Bloomberg, as of September 2024, the MSCI World index tracks large and medium-sized companies from 23 industrialised countries on a gross basis. Past returns are not a reliable indicator of future performance.
4Risk and capital market assumptions data as of June 2023; currency: EUR; period: 10 years. The return assumptions are nominal total returns. Expected returns include assumed fees. Fees and alpha are estimates for illustrative purposes and do not represent actual fund performance.
Why invest in private equity?
Advantages
Get access to an asset class previously only available to large professional clients and family offices.
Expand the investment universe by investing in private companies unavailable on the stock markets.
The sponsor leads each deal and focuses on operational and financial performance improvements over the holding period.
Private equity can enhance the performance of an existing stock market portfolio.
Disadvantages and risks
Invested money can be locked up for an uncertain time period. Redemptions are not guaranteed on a specific date.
The fund is not traded on-exchange. The value of the fund (net asset value or NAV) is determined only monthly by the fund management company.
Total fees (consisting of management fees and possibly performance fees) can be higher than those for public equity funds.
Reported volatility and its correlation to public stocks can appear lower than they truly are as the fair value of the fund can be based on estimates. As a result, the reported monthly returns can look smoother and less volatile.
Note: For more details about individual products, please refer to the product details as specifics may deviate between products.
Investments involve risks. Liquidity restrictions apply. Consider specific product information.
What are the
conditions to invest?
For the BlackRock Private Equity Fund, the minimum investment is €10,000. Coming soon: You can then set up monthly savings plans with a rate starting from €1.
Investing involves risks. Liquidity restrictions apply. Consider specific product information.
Leverage the expertise of BlackRock
With over 20 years of experience, BlackRock has established a solid reputation as a leader in private equity. They have successfully invested in more than 350 companies, showcasing their broad reach and investment expertise. Every year, their team analyses between 800 to 1,000 investment opportunities.
The BlackRock Private Equity Fund allows investors to:
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gain exposure to first-class deals through BlackRock’s global network |
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access exclusive co-investments from leading private equity managers |
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invest in the same private companies as large institutional investors |
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simple one-off and subsequent recurring investments with quick capital deployment |
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diversify across sectors, regions and investment periods |
Deals: A look behind the curtain
Learn more about the companies the BlackRock Private Equity Fund invests in.
The number of investments continually increases as the fund expands.
Nord AngliaNord Anglia Education, founded in 1972, is the world's largest premium education provider. Headquartered in London, it operates over 80 schools in 33 countries across Asia, the Middle East, America, and Europe, serving more than 85,000 students aged 2 to 18. |
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SPONSOR: SECTOR: REGION: STRATEGY: INVESTED: |
OpellaOpella Healthcare is a global leader in consumer healthcare, offering trusted over-the-counter (OTC) medications and self-care solutions. Headquartered in France, the company serves millions of consumers worldwide with innovative healthcare solutions. |
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SPONSOR: SECTOR: REGION: STRATEGY: INVESTED: |
The Stepstone Group & AVIV GroupStepstone and AVIV were part of Axel Springer – an international media and technology company based in Berlin that successfully transitioned from a pure-play print publisher to a leading, diversified media company in Europe. |
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SPONSOR: SECTOR: REGION: STRATEGY: INVESTED: |
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1 Source: Capital IQ, BlackRock, Status: 31 December 2023. Number of global companies with an annual turnover of more than 100 million US dollars.
2 Source: Burgiss. As of 30 September 2024. Private equity investments are represented by the Burgiss Private Equity Index (buyouts) net of fees. Only private equity funds (investing in established markets) (number of funds 1,976). Bloomberg. As at 30 September 2024. The MSCI World index tracks large and medium-sized companies from 23 industrialised countries on a gross basis. Past returns are not a reliable indicator of future performance.
3 Risk and capital market assumptions data as at 30 June 2023; currency: EUR; period: 10 years. The return assumptions are nominal total returns. Expected returns are net of assumed fees. Fees and alpha are estimates for illustrative purposes and do not represent actual fund performance.
There are risks associated with investing. The value of your investment may fall or rise. Losses of the capital invested may occur. Past performance, simulations or forecasts are not a reliable indicator of future performance. Please refer to our risk information.
*3.5% interest p.a. fixed on up to €500,000 in PRIME+ and €50,000 in FREE until 31.12.2025 for eligible clients, terms and conditions apply. Interest on uninvested cash balances is forwarded from partner banks and qualifying money market funds. After 31.12.2025, the regular variable interest rate as per our website applies. The allocation of cash balances is variable and takes into account available capacities, conditions and client activity. Balances at partner banks are protected up to €100,000 per client per bank under the statutory deposit guarantee scheme. For qualifying money market funds, instead of the statutory deposit guarantee scheme, European investor protection rules (UCITS) apply regardless of the amount.
Please note our risk information on the safekeeping of cash balances. Further information on interest is available here.
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