The minimum investment amount varies between funds, depending on the fund’s structure and strategy.
The minimum investment amount varies between funds, depending on the fund’s structure and strategy.
Due to the illiquid nature of alternative investment funds and the time required for realization, this investment channel is generally suited for investors with a long-term investment horizon.
Prior expertise is not required. Each fund is structured in collaboration with experienced international partners, allowing qualified investors to select investment opportunities aligned with their investment preferences.
The investment period varies between funds, based on the fund’s strategy, structure, and underlying assets.
Whether investors receive income depends on the structure and strategy of each fund. Distribution timing and amounts are subject to the performance of the underlying investments and the terms of the fund.
Any projected returns are based on assumptions and business plans reviewed by Altshuler Shaham Alternative Investments’ research department and are provided for informational purposes only. The Company does not guarantee any level of return. Investment outcomes depend on multiple factors and involve risk, including market conditions and unforeseen events.
Investing in funds entails opportunities, risks and exposures relating to the private equity sector in general and the characteristics of the fund (and its investments) in particular, including investment risks (one or more of the fund’s investments might not be successful), illiquidity risk, exposure to foreign currency, full dependence on the fund’s investment manager (Pantheon), the risk that Pantheon might not inform us of investment opportunities, exposure to a single investment year (vintage risk), etc.
Altshuler Shaham Alternative Investments’ offers to investors from the State of Israel to invest in transactions are based on an exemption pursuant to the Securities Law of 1968 (“the Securities Law”), which prescribes that an offer and sale to up to 35 investors in any 12-month period (as specified in section 15A(a)(1) of the Securities Law and its Regulations) who are not listed in the First Addendum to the Securities Law, or to investors as stated in section 15A(a)(7) of the Securities Law and its Regulations does not require the publication of a prospectus after publication thereof has been approved by the Israel Securities Authority. In light of that stated, the investment is not regulated pursuant to the Securities Law and/or pursuant to the provisions of the Joint Investments in Trust Law of 1994. The investment and any advertising material about it have not been approved by the Israel Securities Authority. That stated above does not constitute investment advice pursuant to the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law of 1995 (“the Investment Advice Law”). Altshuler Shaham Alternative Investments, its advisors and those acting on its behalf: (a) are not authorized to provide investment advice or portfolio management pursuant to the Investment Advice Law; (b) are not licensees by virtue of this Law; and (c) are not insured pursuant to the provisions of the Investment Advice Law. Any advertising information provided and any information provided regarding the possibility of investing in any future offer shall not constitute investment advice or investment marketing as defined in the Investment Advice Law. Please note that the full details about investing in a particular transaction shall be disclosed solely to investors as stated in section 15A(a)(7) of the Securities Law; or within the framework of an individual negotiations process to be conducted in conformity with the order of contacting investors pursuant to section 15A(a)(1) of the Securities Law to the general partner of the transaction and/or anyone on its behalf. In conformity with section 15A(a)(1) of the Securities Law, during the negotiations process as stated, the Company shall disclose all information about investing in the transaction to only 35 investors, and only 35 investors as stated and/or investors as stated in section 15A(a)(7) of the Securities Law shall be able to take part in the investment. That stated above includes select information about Altshuler Shaham Alternative Investments’ activities and therefore, does not purport to be comprehensive or complete and should not be considered an exhaustive review of activities and/or the risks involved in activities. When making any investment decision, investors should rely solely on their own examinations of transactions and their terms, including the advantages and risks involved in each transaction, should meticulously scrutinize all documents relevant to the transaction, and consult with their professional advisors to the extent necessary before investing. We clarify that that stated above in no way constitutes any undertaking to maximize any return on investment funds.