Diversify with
portfolio funds.

Y & Q Investment Fund's portfolio products are available to eligible investors looking for diversification in a single investment. All with lower minimums than our direct funds.

Why Portfolio?

Diversification

Across geographies, fund managers and investment strategies

Potentially reduced cash outlay

Early distributions can potentially offset later capital calls ¹

Portfolio styles

Buyout Portfolio

Our fees are based on your allocation — nothing else. We charge a one-time fee ranging from 0.5% to 1.5% for each allocation, and our annual management fee is charged according to the share class, ranging from 0.35% to 1.15%.

Growth equity portfolio

This private equity portfolio consists of select top-tier growth equity and late-stage venture capital funds. At this stage, companies use the additional capital to scale into new markets, launch new products and more.

Venture portfolio

This private equity portfolio contains a curated selection of top-tier venture capital funds. Venture capital is a type of investment made in the early stages of a company’s lifecycle in exchange for a proportional stake in the company. VCs earn a return on their investment when their underlying portfolio companies go through a liquidity event.

Crystal Clear Fees

Our fee structure is designed to be clear and transparent. You'll always know what fees you're looking at before requesting an allocation

No membership dues

Our fees depend on your allocation and do not include any other charges. We charge a one-time fee of 0.5% to 1.5% per allocation, and an annual management fee is applied based on the category of stocks.

No hidden fees

Each Key Investor Document clearly lays out fund-specific fees and models how fees impact investor returns.

No GP bias

We don't accept incentives from GPs to add their funds to our platform. Instead, we remain fiercely objective when choosing the best opportunities.

Capital Calls and Distributions

Investing in private equity takes less upfront cash than you might think. Since the typical investment period is seven to 10 years, the full commitment gets spread out over time via capital calls. In most cases, the upfront capital is only 25 percent.*

Through the J-Curve, sophisticated investors create a "self-funding" portfolio by investing in several funds or vintages. Over time, distributions from older funds can offset capital calls from new ones — further reducing your cash flow requirements.

Stay in the know

Check out our benchmark white papers, articles and more resources that'll help you stay on top as an investor.

White Paper

The J-Curve and Building a Self-Funding Private Equity Portfolio

Article

When will the Fed cut rates?

Article

AI is becoming part of everyday business and VC is paving the way

Video

Women in private equity

White Paper

Y & Q Investment Fund Pulse 2025: staying committed to the fundamentals of PE

White Paper

What falling interest rates mean for private equity investors

See All Resources

Diversify with portfolio funds.

Diversify with
portfolio funds.