Fund databasePrivate Equity

Apollo Global Private Markets ELTIF

Apollo Global Management · LU3170240611

ELTIF 2.0 Private Equity Luxembourg Article 6 5 share classes ↓ Secondaries Co-Investments Buyout

NAV · 31 Mar 2026100.00 EURClass A1 UNH
Fund currencyUSDclass tracked: EUR
Income treatmentaccumulating
Performance since Nov 20250.0%Class A1 UNH
Ongoing costs2.80% p.a.
Min. investmentEUR 10,000Class A1 UNH
Redemptionquarterly
Risk (SRI)4 / 7

01Performance

Unit price (NAV) in EUR · share class A1 UNH · 5 data points

100.00 EURNAV as at 31 Mar 2026
98.799.6100.4101.3Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026
Source: Price feed from the management company all values documented from primary sources
YTD0.0%
since Nov 20250.0%

Returns calculated by semiliquid.info from the NAV series, not an official provider figure. Taxes and the trading costs of reinvestment are not taken into account. Past performance is not a reliable indicator of future results.

Provider figures

These come from the factsheet, the PRIIPs KID or the monthly report. They may relate to a different reference date, a different share class or a longer period than the series above — the series starts with the first documented unit price, not necessarily with the launch. That is why the values sometimes differ.

Target return per the provider: Not documented; KID return scenario (Class A1 UNH EUR): moderate scenario 16.09 % p.a. if held for 5 years

Provider figure or KID scenario — not a forecast by semiliquid.info. Target returns are not guaranteed.

02Strategy & portfolio

What the fund does and how the portfolio is put together.

Launch year2025
Fund size
CurrencyUSD
Income treatmentaccumulating
SFDRArticle 6
Recommended holding5 yrs
Liquidity buffer
Leverage limit

Risk indicator 4 of 7 from the key information document (1 = low, 7 = high); it captures liquidity risks only to a limited extent.

Portfolio breakdown

Broken down using semiliquid’s common taxonomy — provider labels are mapped onto shared categories so that funds can be compared. Only published figures are used; nothing is estimated.

Sector breakdown

Target allocation% of NAVas at 2026-Q1

Industrials & manufacturing25.0%
Technology & software25.0%
Healthcare & life sciences17.0%
Consumer & retail17.0%
Business services17.0%
Source: Apollo Fact Card 'Apollo Global Private Markets ELTIF', as of Q1 2026, Grafik 'Illustrative Portfolio'

Geographic breakdown

Approximation (qualitative)% of NAVas at 2026-Q1

Global, not broken downThe provider reports the portfolio as a single position — no finer breakdown is published.
Source: Apollo — 'Fact Card Apollo Global Private Markets ELTIF, as of Q1 2026' und Brochure

Strategy

Secondaries Co-Investments Buyout

Secondaries and co-investments, sourced across the entire Apollo platform; target allocation by strategy: buyout 80 %, other 20 %

03Costs

The basis is the PRIIPs KID of the share class we track — which makes it comparable across providers.

Management fee2.20%
Total ongoing costs2.80%
Entry charge max.0.00%
Redemption fee0.00%
Performance fee12.50%
Hurdle rate5.00%
High-water markyes

In context: ongoing costs

This fund
2.80%
Median Private Equity
2.53%

Median across 31 funds in this asset class in our database, based on the PRIIPs KID. No statement about quality — cost structures differ depending on the strategy and on target-fund layers.

How the performance fee works

Partly not documented. Documented: 12.5 % above a hurdle rate of 5 % – the second-lowest hurdle on the list after PORTA EQUITY (1.5 %) and well below the 7 % standard applied by JPMorgan, Morgan Stanley and BlackRock. Not documented and therefore not documented: hard or soft hurdle, catch-up and its percentage, high-water mark and reset rule, crystallisation frequency, whole-fund versus sleeve/deal-by-deal calculation, total return including unrealised gains versus realised only. The high disclosed cost impact of 1.71 % p.a. (compared with, for example, 0.73 % for JPMorgan Class A) shows that the low 5 % hurdle is regularly exceeded in the KID model calculation

Costs per the key information document

KID analysis for Class A1 UNH (EUR): management/operating costs 2.8 % p.a.; transaction costs: NONE disclosed separately; performance fee as a cost impact 1.71 % p.a. Annual total cost impact (annual cost impact / RIY) 4.5 % – after Erste (5.1 %) and BlackRock (4.5 %), at the upper end of the list. Expected net return according to the KID moderate scenario 16.09 % p.a. over 5 years (the highest return disclosure on the list; 1-year moderate scenario 10.5 %). Risk indicator 4/7, recommended holding period 5 years, SFDR Article 6

04Subscription & entry

How you get into the fund, and on what terms.

Subscriptionmonthly
Minimum investmentEUR 10,000
Entry chargeup to 0.00%
Rec. holding period5 years

Subscription per the document

monthly

05Redemption & liquidity

Semi-liquid means redemption only on fixed dates, with notice periods and upper limits. This is how it works for this fund — in the order the redemption process runs.

Units can be redeemed quarterly; notice must be given 30 days before the date; on each date the fund redeems at most 5 % of fund assets; for the first 9 months after subscription no redemption is possible.

1 · Lock-up9 months from subscription
2 · Notice period30 days before the date
3 · Redemption datequarterly
4 · Gatemax. 5 % per date
5 · Payoutnot documented

The gate caps redemptions at 5 % of fund assets per date. If more investors want out at the same time, orders are scaled back pro rata or deferred to the next date.

Redemption per the document

quarterly

Gate per the document

5 % of net asset value per redemption date (quarterly)

Notice period

30 days

Lock-up

9 months

Liquidity score: 3.5 of 5

Redemption frequency
3 / 5 · 40 %
Gate / redemption cap
3 / 5 · 25 %
Notice period
4 / 5 · 20 %
Redemption fee
5 / 5 · 15 %

The score measures only the contractual redemption mechanics (the higher, the more flexible) — not whether the fund actually stays liquid under stress. Weightings in per cent.

06Share classes

5 classes known. All cost and risk figures on this page apply to LU3170240611.

ISINStatusMin. investmentOngoing costsSRI
LU3170240611basis of this pageEUR 10,0002.80%4/7
LU3041333173documentednot documented3.78%3/7
LU3041331805not yet collectednot documentednot documentednot documented
+ 2 more share classes
ISINStatusMin. investmentOngoing costsSRI
LU3041332878not yet collectednot documentednot documentednot documented
LU3170240538not yet collectednot documentednot documentednot documented
Note on the classes
Base currency USD; alongside this, currency-hedged classes in CHF, EUR, GBP and ILS (Fact Card Q1 2026). Management fee according to the Fact Card: I classes 1.25 %, A classes 2.20 % (KID Class A4: ongoing costs 3.78 %). Three of the five ISINs are not publicly assigned to any share class.

07Fund details & verification

Who stands behind the fund, who it is authorised for — and what the figures rest on.

AIFM / management company

Carne Global Fund Managers S.A.; depositary bank BNP Paribas, Luxembourg Branch; supervisory authority CSSF

Launch date

Regulatory authorisation by the CSSF in September 2025 (press release of 24 Sep 2025); according to the available information the authorisation is in fact dated 5 Aug 2025. Market launch in the following months; an exact launch date for the share classes has not been published.

BaFin database

Listed as “Apollo Private Markets SICAV - Apollo Global Private Markets ELTIF“ · fund type: EU/foreign ELTIF, open-ended, all investors · ID 70167818

Source: ESMA ELTIF register (Art. 3(3) ELTIF Regulation), as at 31 Jul 2026

Eligible investors

Retail and professional investors; recommended holding period 5 years

Distribution authorisation

More than 30 jurisdictions according to Apollo's country selector: Austria, Belgium, Bulgaria, Croatia, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Cyprus, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, United Kingdom, DIFC (Dubai), Israel

Fee layers / double charging

TWO LAYERS WITH AN INTRA-GROUP EMPHASIS. Investment type: 'Secondary Funds/Investments' and 'Co-Investments' – the fund therefore acquires interests in target funds that are already invested (secondaries, among others via Apollo's secondaries platform S3) and participates in co-investments; the strategy description refers explicitly to opportunities 'within Apollo's alternative platform'. In the case of secondaries, the management fees and carried interest of the acquired target funds continue to run at a second level; in the case of co-investments they typically do not arise. Target allocation: buyout 80 %, other 20 %; sectors industrials 25 %, TMT 25 %, business services 17 %, consumer 17 %, health care 17 %. Whether the target-fund costs are included in the 2.8 % and whether a fee rebate/waiver applies to Apollo's own target vehicles is NOT documented. A THIRD layer is added where distribution takes place via Trade Republic, namely the intermediary remuneration of 1.4 % p.a. (according to the provider, included in the costs disclosed). No master-feeder structure

All figures come from our analysis of provider documents (product data as at 19 Aug 2026, distribution data as at 12 Aug 2026) and have not been conclusively verified.

Similar funds

Same asset class, sorted by overlap of sub-strategy — no recommendation, no ranking.

Important information. semiliquid.info does not provide investment advice and makes no recommendation to buy, sell or hold fund units — no ranking, no offer, no invitation to subscribe. Only the prospectus and the key information document (PRIIPs KID) of the respective fund are authoritative. We give no warranty for the accuracy, completeness or currency of the information. Semi-liquid funds invest in illiquid assets: redemptions are possible only to a limited extent and can be capped, deferred or suspended; there is a risk of total loss. Past performance is not a reliable indicator of future results. Read the prospectus and the key information document before making an investment decision and seek professional advice where appropriate.