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THE FUND

LIONSHARE

FUND I

Lionshare Fund 1seeks to drive superior long-term returns for investors through the identification of attractive primary and secondary BEE investment opportunities.

Target Fund Size

R750 - R1250 Million

Mandate

BEE Value Fund

Excluded Sectors

Mining/Primary Agriculture?Tobacco/Technology

Structure

En commandite Partnership

Fund Manager

Lionshare Private Equity (Pty) Ltd

Targeted Returns

Risk adjusted, Gross IRR 25% - Net IRR 18%

Cheque Size

Maximum cheque size of R200 million

Geographic Focus

RSA

Management Fees

2% Management fees
20% Performance fees
Hurdle rate of 10%

Commitment Period – 5 years

Follow on period – 5 years

Remainder of the term – 5 years

Extension period – 2 year

Fund Term

Closes

First close R500m

SECTION

INDICATIVE TERMS

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