1Mes·

These are the 2 private equity ELTIFs that TR offers.

Apollo Global Private Markets ELTIF $LU3170240538

https://www.broker-test.at/news/trade-republic-private-markets-eqt-vs-apollo-mit-kosten-von-bis-zu-28-und-125-erfolgsbeteiligung/

www.broker-test.atTrade Republic Private Markets: EQT vs. Apollo Fonds mit Kosten von bis zu 4,5 % jährlichen Kosten! Keine Meldefonds! - Broker Vergleich, Tests & Erfahrungen

22 Commenti

Aktien-Investor@Aktien-Investor

1Mes

I would probably rather buy the shares of $APO...

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ThemenmitKopf@topicswithhead

1Mes

@Aktien-Investor I don't think the idea is bad at all, but the funds are very expensive. But the EQT variant looks pretty cool. You can look into the Investmest with Flix and co

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Aktien-Investor@Aktien-Investor

1Mes

@topicswithhead Apollo are not the first to offer such investments... Union Investment, Allianz etc.

But the possibility of getting in from EUR 1 + the fairly good disposal options... that is unparalleled in Europe. As diversification, it is certainly an idea to invest in companies, infrastructure, etc. that are otherwise inaccessible.

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K@TechNav

1Mes

@Aktien-Investor Just for your information. According to the KID, Apollo believes that a median return of 16.1% p.a. can be expected after 5 years. And the high costs of 4.5% have already been calculated and deducted.

So Apollo expects this fund to achieve 21.6% annually ⚠️.

Since you have no other access to their private holdings and cannot avoid the costs, I would say that if this fund can really outperform the market so massively, I don't care about the costs.

The thing is that the median 21.6% p.a. is not a small amount 😅 that I can really believe in it.

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Aktien-Investor@Aktien-Investor

1Mes

@TechNav Who will "sacrifice" themselves and put a few bills 💸 in there? 😜

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Aktien-Investor@Aktien-Investor

1Mes

@TechNav I have just had a look at what the other providers (Allianz + Union Investment) have achieved...

Allianz - Private Finance Policy (PFP)
Performance 2019-2024: 6.91% p.a. incl. costs

Union Investment - UniPrivatmarkt Infrastructure ELTIF
Performance 03.2024-08.2025: 4.67% absolute

How Apollo intends to achieve 21.6% p.a.... I am curious

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ThemenmitKopf@topicswithhead

1Mes

@TechNav 21.42% is assumed in the optimistic scenario. It's all in the Kid. Nevertheless, it is expensive, if you read through the stuff there are still performance fees and co. Over time the costs go down but at the beginning it can be up to 5%. Either way, as I said, these are interesting ways to invest, especially the EQT variant.

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ThemenmitKopf@topicswithhead

1Mes

@Aktien-Investor would do it but wait and see what the opinion of some financial people is. According to AI, the costs in the Apollo fund are already higher than average and the EQT is roughly in the normal range. I only want to do it if it is done on fair terms, otherwise it will probably just be retail milking.

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K@TechNav

1Mes

@Aktien-Investor I'm considering adding a 1-1.5% weighting from my gambler portfolio as diversification 😅.
As I said, the costs are high but also plausible for the private markets "I think".

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K@TechNav

1Mes

@topicswithhead I was talking about the middle scenario, i.e. 16.09% +4.5%, or 21.6% in total.
In the optimistic scenario it is 21.42% +4.5%, i.e. 25.92%

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JoniBaboni ✅.@BisInDieLetzteFussnote

1Mes

@Aktien-Investor I once put something into the EQT. It was easy and I got the 1% bonus on top straight away. I find the holdings in EQT very exciting and even after deducting the costs, an outperformance can still be expected. And don't forget EQT and Apollo are absolute champions, they don't write any return expectations in there if they can't prove it with a track record. Of course, nobody can look into the future. But if I were to trust anyone with my money, it would be them...

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Visualizza tutti 7 ulteriori risposte

Heartless963@savvy_investor_zdftt

1Mes

Danke!

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Edward M.@edwardmorra

1Mes

Private investors will certainly not get rich from this, as they are at the very bottom of the PE food chain. At the very least, the offer can be seen as the start of the democratization of the market.

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AI sagt@GoDividend

1Mes

Trade Republic: Private equity investments from €1, criticism remains https://share.google/sQNTiVrtcXx1cWk6z

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MarTheRadi@marda304

1Mes

Instead of concentrating on the customer's concerns (support), they try to push the next product onto the customer. I don't know if they're not getting bogged down. Well, I'll keep an eye on it and slowly look for alternatives. I don't like the development.

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