LEGACY
INVESTMENT FUNDS

Legacy Investment Funds

Represents a family of private equity investment strategies exclusively managed by Trinity Partners AG to the benefit of professional investors seeking mid- to long-term opportunities. We create generational value inspired by family-owned businesses, focusing on sustainable, long-term performance.

We take an active role in managing portfolio companies, ensuring each strategic vision is carefully executed. Every day, we identify, seize, and create opportunities—upholding values that foster honest entrepreneurship and a legacy that endures across generations.

VISION 2030 Subfund

Our investors are invited to join the VISION 2030 Subfund, a forward-looking private equity strategy targeting transformative industries in Central and Eastern Europe (CEE). The subfund focuses on high-growth sectors aligned with global megatrends, with an indicative net IRR of 13–20% over an investment horizon of 7–10 years.

VISION 2030 invests in innovative SMEs and strategic assets across the CEE region, leveraging the region’s engineering heritage, skilled workforce, and proximity to EU markets. The fund targets sectors undergoing paradigm shifts:

  • Carbon-Free Transportation: Hydrogen-powered vehicles

  • Renewable Energy: Production of advanced (second-generation) biofuels

  • Engineering Innovations: Scalable manufacturing platforms with export potential

  • Strategic Assets: Development of a major salt mine with verified reserves

  • Cybersecurity: Biometric MFA solutions for healthcare and critical infrastructure

Explore Our Principles
Managed Assets

Slovak Affordable Living - SICAV

Investing in Real Assets. Empowering Real Lives.

In a world of global fragmentation, disciplined capital seeks not only returns—but purpose. Slovak Affordable Living SICAV is a pioneering investment platform designed and exclusively managed by Trinity Partners AG on behalf of institutional investors who understand that long-term value is created where real needs meet real solutions.

The fund is the first collective investment vehicle to enter into a formal Investment Agreement with the Slovak Republic under the newly established state-supported rental housing ecosystem. This ecosystem is governed by Act No. 222/2022 Coll., offering a legally secure and scalable framework for the development and operation of regulated rental housing.

Our strategy is simple yet powerful: Build-to-Rent (BTR). We develop residential projects and operate them as long-term rental assets—at regulated rents—for a minimum of 25 years. In return, we benefit from a reduced VAT rate of 5%, significantly lowering CAPEX and enhancing capital efficiency.

Our flagship project target is located just few minutes from Bratislava International airport and includes the construction of more than 17,000 renta apartments across 1.8 million m² within the next decade as well as construction of several other residential buildings in various regions of Slovakia (typically 100 to 400 units) carefully selected for their alignment with our performance criteria and local demand.

Following performance benchmarks guide project selection and ensure consistent quality, risk control, and return potential.

IRRe: 12.5% – 18.9% p.a.

IRRi: 6.7% – 9.1% p.a. (net of fees)

Dividend Yield: 2% – 5% p.a.

Max Portfolio LTV: 70%

Scalable, Diversified, Demand-Driven.

Our model is demand-driven, enabling cooperation with public authorities and large employers who can reserve apartments for their workforce. Employers may offer tax-exempt housing allowances of up to €5.35/m², boosting occupancy and social impact.

Protected Returns. Purposeful Impact.

Under our Investment Agreement, the Slovak Republic commits to compensating the fund for regulatory changes affecting approved projects. This government-backed indemnification ensures stability and predictability for long-term institutional investors.

Our strategy is tailored for pension funds, insurance companies, sovereign wealth funds, and family offices seeking:

  • Inflation-resistant returns

  • Minimal asset volatility

  • Tangible social and economic impact

Let’s Build the Future Together

The strategy has the capacity to allocate up to EUR 580+ million in capital, with stepwise implementation possible from an initial commitment of EUR 100+ million.

If you are an institutional investor looking to allocate capital into a secure, scalable, and socially impactful strategy—we invite you to connect with us.

Contact us today to explore how Slovak Affordable Living SICAV can become part of your long-term investment vision.