Fund ARETE ENERGY TRANSITION
Participate in the profitable transformation of the energy sector
Energy is a strategic sector that drives economic growth and innovation. As electricity consumption rises, so do prices, yet the sector has long suffered from underinvestment. Hybrid, flexible projects that combine diverse sources with accumulation offer both an economically and environmentally sustainable path forward—and a sound, rational investment. For seasoned private and institutional investors, this creates a new asset class with attractive yield potential while preserving an appropriate balance of volatility, liquidity, and risk.
Predictable
revenue potential
Diversified
portfolio
Reasonable
degree of volatility and risk
Growing
infrastructure
value
The demand for investment is urgent
Pressure from the public sector, cities, and regions to decarbonize, modernize, and decentralize energy infrastructure is intensifying. Unlike real estate, which offers many classes and opportunities, suitable sites for flexible energy projects are scarce and typically dependent on existing infrastructure and grid connections.
“Those who join this wave in time can profit from the energy transition. Demand and liquidity in the sector will gradually rise, and energy assets will thus generate additional returns from increases in their capital value.”
Those who join this wave early can profit from the energy transformation. Demand and liquidity will gradually increase in the sector, and energy assets will generate additional returns from increasing their capital value.
Invest in a portfolio of energy assets across the EU
The ARETE ENERGY TRANSITION Qualified Investors Fund offers access to this asset class, building a diversified portfolio of modern energy projects in strategic European markets. It offers investors long-term predictable returns with reasonable volatility, combining steady income with asset appreciation over the investment cycle.
Investment strategy: flexible resources with higher returns
The ARETE ENERGY TRANSITION fund carefully builds a portfolio focused on flexible energy projects that combine electricity and heat production. These assets enable low-cost generation when electricity prices are low, optimize operating costs, ensure reliable energy supply, and sell power and capacity through guaranteed customer contracts, thus delivering sustainably higher returns than conventional sources.
The projects ready for acquisition include approximately ten assets in the European Union: heating plants, cogeneration units, biogas facilities, renewables, and battery storage. With over 20 years of investment and energy expertise, our team evaluates and combines investment opportunities to mitigate commercial risks, ensuring the portfolio meets its return and profitability targets regardless of future market developments.
Key fund parameters
CZK 5 billion
Target value of managed assets
11–12% p.a.
Target fund yield
70%
Maximum cumulative LTV ratio
150 MW
Total installed capacity
>50%
Regulated or guaranteed revenues
Czech Republic, Slovakia, Poland, Germany, Italy
Target investment countries
4 years
Minimum investment horizon for investors
| FUND NAME | ASSET CLASS | STRATEGY | LIFECYCLE | FUND SIZE | AUM TARGET | VINTAGE | SFDR |
|---|---|---|---|---|---|---|---|
| ARETE ENERGY TRANSITION FUND | Energy Transition | Value-add | Open and investing | NA | €200M in 2028 | 2025 | NA |
