Fund databasePrivate Equity

Carlyle AlpInvest Private Markets Sub-Fund I

Carlyle / AlpInvest Partners · LU2837778047

SICAV Private Equity Luxembourg Secondaries Co-Investments Primaries / Target Funds

NAV
Fund currencyUSD
Income treatmentboth
Performance 12M (provider)+16.0%
Ongoing costs2.60% p.a.
Min. investmentUSD 25,000
Redemptionmonthly
Risk (SRI)6 / 7

01Performance

We do not yet have a NAV series for this fund. Semi-liquid funds often publish their unit prices only monthly or quarterly — and not always publicly.

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.

Performance 12M · as at 31 Oct 202516.00%
Since launch p.a. · as at 31 Oct 202537.80%

Target return per the provider: '12-15% Target Net Return'. KID class A1 (10 years, after costs): unfavourable 10.0 % p.a. (USD 25,860), moderate 13.1 % p.a. (USD 34,230), favourable 15.4 % p.a. (USD 41,780)

Source: Factsheet 31 Oct 2025, CARLYLE ALPINVEST BY THE NUMBERS; KID Class A1 1 Jul 2025, Performance Scenarios

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 year2024
Fund sizeUSD 1.39bnas at 31 Oct 2025
CurrencyUSD
Income treatmentboth
SFDR
Recommended holding10 yrs
Liquidity buffer15.00%
Leverage limit25.00%

Risk indicator 6 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

Actual portfolio% of NAVas at 31 Oct 2025

Healthcare & life sciences21.0%
Industrials & manufacturing17.0%
Technology & software17.0%
Consumer discretionary14.0%
Financial services13.0%
Other18.0%
Source: Carlyle AlpInvest 'Private Markets Sub-Fund I' Factsheet Oktober 2025, S. 2, Grafik 'Industry'

Geographic breakdown

Actual portfolio% of NAVas at 31 Oct 2025

United States73.0%
Europe25.0%
Other / unallocated2.0%
Source: Carlyle AlpInvest 'Private Markets Sub-Fund I' Factsheet Oktober 2025, S. 2, Grafik 'Geography'

Strategy

Secondaries Co-Investments Primaries / Target Funds

Secondaries (LP/GP-led), co-investments, a small primaries sleeve

Portfolio composition

Company size

Mid-market buyout49.0%
Small-market buyout17.0%
Upper mid-market buyout13.0%
Large buyout12.0%
Mega buyout6.0%
Growth equity2.0%

Vintage

202534.0%
202436.0%
20234.0%
20226.0%
20218.0%
20205.0%
Other6.0%
Provider wording in full
Actual strategy split as at 31 Oct 2025 (share of PE NAV): secondary LP interest 36 %, secondary GP-centred 33 %, co-investments 30 %, fund investments 1 % (69 % of the PE exposure in secondaries). Target ranges: secondary investments 35-60 %, co-investments 25-50 %, primary investments 2.5-12.5 %, liquid sleeve 5-15 %. Company size: mid-market buyout 49 %, small-market buyout 17 %, upper mid-market buyout 13 %, large buyout 12 %, mega buyout 6 %, growth equity 2 %. Vintage: 2025 34 %, 2024 36 %, 2023 4 %, 2022 6 %, 2021 8 %, 2020 5 %, other 6 %
Source: Factsheet 31 Oct 2025, STRATEGY / COMPANY SIZE & DEAL TYPE / VINTAGE YEAR

Top holdings

Top five transactions (% of fund NAV, 31 Oct 2025): Horizon (secondary GP-centred, diversified, 6 assets) 8 %; Pacific (secondary LP portfolio, 100+ assets) 5 %; Beagle (secondary LP portfolio, 250+ assets) 5 %; Alphabet (secondary GP-centred, healthcare, 1 asset) 5 %; Topaz (secondary LP portfolio, 90+ assets) 3 %
Source: Factsheet 31 Oct 2025, TOP FIVE TRANSACTIONS

03Costs

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

Management fee1.25%
Total ongoing costs2.60%
Entry charge max.0.00%
Redemption fee2.00%
Performance fee10.00%
Hurdle rate0.00%
High-water markno

In context: ongoing costs

This fund
2.60%
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

Footnote 2 verbatim: '10% of the excess, if any, of (i) the net profits of the Fund for the relevant period over (ii) the then balance, if any, of the Loss Recovery Account (as defined in the Fund's Prospectus).' Assessed at WHOLE-FUND LEVEL, determined quarterly, no clawback, no hurdle - instead a loss carryforward account (Loss Recovery Account)
Source: Factsheet 31 Oct 2025, KEY FUND TERMS footnote 2

Costs per the key information document

PRIIPs KID class A1 (LU2827810693, as at 1 Jul 2025): management fees and other administrative or operating costs 2.6 % p.a. (USD 265 on USD 10,000); transaction costs 0.0 % (legal and other investment costs are included in the 'other administrative or operating costs'); performance fees cost impact 1.2 % (USD 126). Total costs: USD 391 (1 year), USD 2,211 (5 years), USD 4,421 (10 years). Annual cost impact (reduction in yield) 3.8 % p.a. in all three periods; return 17.5 % p.a. before costs vs 13.1 % p.a. after costs over 10 years
Source: KID_LU2827810693_ClassA1_2025-07-01.pdf.txt, Costs over Time / Composition of Costs

04Subscription & entry

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

Subscriptionmonthly
Minimum investmentUSD 25,000 – USD 1m by class
Entry chargeup to 0.00%
Rec. holding period10 years

Subscription per the document

Monthly subscriptions ('Monthly subscriptions'), 100 % of capital called up front, no capital calls

Source: Factsheet 31 Oct 2025, KEY FUND TERMS / CARLYLE ALPINVEST BY THE NUMBERS

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 monthly; notice must be given 10 days before the date; on each date the fund redeems at most 1.67 % of fund assets; for the first 12 months after subscription no redemption is possible.

1 · Lock-up12 months from subscription
2 · Notice period10 days before the date
3 · Redemption datemonthly
4 · Gatemax. 1.67 % per date
5 · Payout25 days after the date

The gate caps redemptions at 1.67 % 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.

From the notice being received to the money reaching your account: typically around 35 to 66 days — depending on how far away the next redemption date is. If the gate bites or redemptions are suspended, it can take considerably longer.

Redemption per the document

MONTHLY: 'Redemptions are expected to be offered each month at the NAV per share as of the last business day of that month'

Source: KID Class A1 1 Jul 2025, How long should I hold it; Factsheet 31 Oct 2025 KEY FUND TERMS

Gate per the document

Monthly redemption amount: redemptions generally capped at 1.667 % of the aggregate NAV or of the units outstanding per redemption day (the board may increase this); in addition a redemption cap of 20 % of the average number of units outstanding p.a. (calculated over the 12 months up to the redemption day)

Source: KID Class A1 1 Jul 2025, How long should I hold it

Notice period

Redemption requests by 12:00 noon CET, at least 10 business days before the relevant monthly redemption day

Source: KID Class A1 1 Jul 2025, How long should I hold it

Lock-up

Soft lock: 'Each shareholder shall be required to hold their Shares for a minimum 12 months provided they may redeem their Shares during this period subject to payment of an early redemption fee of 2% of the relevant redemption price'

Source: KID Class A1 1 Jul 2025, How long should I hold it

Liquidity score: 3.7 of 5

Redemption frequency
5 / 5 · 40 %
Gate / redemption cap
1 / 5 · 25 %
Notice period
5 / 5 · 20 %
Redemption fee
3 / 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.

06Fund details & verification

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

AIFM / management company

AlpInvest Partners B.V., Jachthavenweg 118, 1081 KJ Amsterdam (part of The Carlyle Group Inc.), authorised by the AFM (licence no. 15001833); the company is authorised in Luxembourg by the CSSF (RCS B286619)

Source: KID Class A1 1 Jul 2025, Product / How can I complain; Factsheet 31 Oct 2025

Depositary

European Depositary Bank SA

Source: KID Class A1 1 Jul 2025, Practical Information

Launch date

Fund inception date is July 1, 2024; class I-I-USD launch Jul-24; class A1 launch Aug-24

Source: Factsheet 31 Oct 2025, footnote 1 and class table

Eligible investors

Factsheet: 'For professional or otherwise eligible investors, as described in the prospectus'. KID class A1: high-net-worth investors, private client fund managers, financial intermediaries and other retail investors who are able to assess the opportunities and risks or who have received advice; units are offered via financial intermediaries applying their own wealth thresholds

Source: Factsheet 31 Oct 2025, KEY FUND TERMS; KID Class A1 1 Jul 2025, Intended Retail Investor

Distribution authorisation

EEA, Germany, Israel, Brazil among others

Fee layers / double charging

DOUBLE CHARGING IS STRUCTURAL: CAPM SICAV is expressly an EVERGREEN MULTI-MANAGER FUND. The allocation comprises (a) SECONDARY LP AND GP-LED FUND INTERESTS, (b) direct equity co-investments and (c) a smaller tranche of PRIMARY FUND COMMITMENTS. At levels (a) and (c) the management fees and carried interest of the respective third-party managers arise in addition; only the co-investments (b) are single-layer. For class I-I-USD, which itself bears no management fee, the target-fund fees are therefore the dominant cost block. Explicit quantification: n/a

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.

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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.