Fund databasePrivate Equity

GAM LSA Private Shares (Lux)

GAM Investments · LU3011741363

SICAV Private Equity Luxembourg Article 6 Secondaries Venture Capital Primaries / Target Funds

NAV · 13 Aug 2026149.86 USD
Fund currencyUSD
Income treatmentaccumulating
Performance since Sep 2022 p.a.+27.7%Class C1 USD Acc
Ongoing costs2.50% p.a.
Min. investmentUSD 100,000
Redemptionquarterly
Risk (SRI)3 / 7

01Performance

Unit price (NAV) in USD · share class C1 USD Acc · 54 data points

149.86 USDNAV as at 13 Aug 2026
62.790.2117.7145.3Sep 2022Oct 2023Dec 2024Nov 2025Aug 2026
Source: Monthly returns from the fund company 40 of 54 values derived (back-calculated from monthly returns)
YTD+16.1%
1 year+46.7%
3 years p.a.+27.3%
since Sep 2022 p.a.+27.7%

Calendar-year returns

Calendar years, calculated from the NAV series

+27.6%2023+21.1%2024+33.7%2025+16.1%2026 YTD

Returns calculated by semiliquid.info from the NAV series, not an official provider figure. Taxes and the trading costs of reinvestment are not taken into account. Past performance is not a reliable indicator of future results.

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.

Since launch p.a.28.60%

02Strategy & portfolio

What the fund does and how the portfolio is put together.

Launch year2025
Fund sizeUSD 271mas at 31 Jul 2026 (monthly report)
CurrencyUSD
Income treatmentaccumulating
SFDRArticle 6
Recommended holding5 yrs
Liquidity buffer5.00%
Leverage limit110.00%

Risk indicator 3 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

Approximation (qualitative)% of NAVas at 21 Aug 2026

Technology & softwareThe provider reports the portfolio as a single position — no finer breakdown is published.
Source: Fondsdokumente des Anbieters (KID/Prospekt/Präsentation), qualitative Angabe ohne Prozentwerte — Belegzitate in den Spalten 'Text: Sektorfokus' und 'Text: Regionenfokus'

Geographic breakdown

Approximation (qualitative)% of NAVas at 21 Aug 2026

North AmericaThe provider reports the portfolio as a single position — no finer breakdown is published.
Source: Fondsdokumente des Anbieters (KID/Prospekt/Präsentation), qualitative Angabe ohne Prozentwerte — Belegzitate in den Spalten 'Text: Sektorfokus' und 'Text: Regionenfokus'

Strategy

Secondaries Venture Capital Primaries / Target Funds

Late-stage VC via a master fund; primary and secondary financings, direct investments

03Costs

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

Management fee1.90%
Total ongoing costs2.50%
Entry charge max.5.00%
Redemption fee0.00%
Performance fee0.00%
Hurdle ratenot documented
High-water marknot documented

In context: ongoing costs

This fund
2.50%
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

No performance fee arises at feeder level. Whether a performance participation is charged at the level of the master fund (Liberty Street Advisors), and on what mechanics, is not published.

Costs per the key information document

Not documented – no public PRIIPs KID with a cost breakdown and reduction in yield is available (Part II UCI for professional investors).

04Subscription & entry

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

Subscriptiondaily
Minimum investmentUSD 100,000
Entry chargeup to 5.00%
Rec. holding period5 years

Subscription per the document

monthly (typical)

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 quarterly; notice must be given 25 days before the date; on each date the fund redeems at most 5 % of fund assets.

1 · Lock-upnone
2 · Notice period25 days before the date
3 · Redemption datequarterly
4 · Gatemax. 5 % per date
5 · Payout7 days after the date

The gate caps redemptions at 5 % 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 32 to 124 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

quarterly (typical)

Gate per the document

5 % of sub-fund NAV per quarter

Notice period

not documented

Lock-up

no redemption charge at fund level

Liquidity score: 3.5 of 5

Redemption frequency
3 / 5 · 40 %
Gate / redemption cap
3 / 5 · 25 %
Notice period
4 / 5 · 20 %
Redemption fee
5 / 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

Not documented; Administrator: State Street Bank International GmbH, Lux

Launch date

11 Jul 2025

Eligible investors

Institutional / professional / retail (depending on the country)

Distribution authorisation

BE, FI, FR, DE, IT and others (12 countries)

Fee layers / double charging

CLEAR MASTER-FEEDER STRUCTURE — TWO-TIER FEES. The strategy description is unambiguous: 'GAM LSA Private Shares pursues late-stage venture capital by investing, VIA A MASTER FUND, in primary and secondary equity and equity-linked financings of private, operating growth companies, mainly in the US.' The Luxembourg sub-fund is therefore a FEEDER into the LSA master fund managed by Liberty Street Advisors. The 1.90 % p.a. relates to the feeder level; the master fund's fees (management fee and, where applicable, performance fee) are charged IN ADDITION and are not disclosed. Investment limits: max. 20 % of NAV per portfolio company, expected voting rights below 5 % per issuer (max. 40 %)

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.

Similar funds

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.