# PE fund cash events - what is allowable to maximize yield

**URL:** <https://community.nomadgate.com/t/pe-fund-cash-events-what-is-allowable-to-maximize-yield/69340>\
**Category:** Portugal Golden Visa\
**Tags:** portugal\
**Created:** [February 17, 2025, 11:53pm UTC](https://community.nomadgate.com/t/pe-fund-cash-events-what-is-allowable-to-maximize-yield/69340 "2025-02-17T23:53:30Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![tarun](https://community.nomadgate.com/user_avatar/community.nomadgate.com/tarun/32/8483_2.png) [@tarun](https://community.nomadgate.com/u/tarun)\
**Post date:** [February 17, 2025, 11:53pm UTC](https://community.nomadgate.com/t/pe-fund-cash-events-what-is-allowable-to-maximize-yield/69340/1 "2025-02-17T23:53:30Z")

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Finally got my money to Portugal and am about to pull the trigger on an investment ([Oxy](https://nomadgate.com/go/portugal-liquid-opportunities?source=forum) [Mercurio](https://nomadgate.com/portugal/funds/mercurio-fund-ii/?source=forum)). But one question which came up:

If I invest into a PE fund, normally there are cash out events when an investment is sold off. The PE fund we are looking at said they will pay out the capital gains and stick the initial investment cash into a money market to maintain GV eligibility.

The problem is that this means that portion of your money is just sitting there not being put to optimal usage bringing down overall yield of a PE investment. Not a huge fan of this since if I am taking more risk, the yield has to be there.

Can I change investments midstream is maybe the threshold question. If I get a cash event, I would want to take that money and at least put it into a more “index” type fund if not another launching PE fund.

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**Author:** ![Beanieskis](https://community.nomadgate.com/letter_avatar_proxy/v4/letter/b/5daacb/32.png) [@Beanieskis](https://community.nomadgate.com/u/Beanieskis)\
**Post date:** [February 18, 2025, 12:42am UTC](https://community.nomadgate.com/t/pe-fund-cash-events-what-is-allowable-to-maximize-yield/69340/2 "2025-02-18T00:42:28Z")

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If this is a concern to you, I would pick a different fund that will re-invest your money in to new deals. Maybe one that is more of a fund that just happens to qualify for the GV, rather than a fund specifically set-up to target GV investors. Most GV investors are relatively conservative I’d say, and don’t want to lose money.

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**Author:** ![tarun](https://community.nomadgate.com/user_avatar/community.nomadgate.com/tarun/32/8483_2.png) [@tarun](https://community.nomadgate.com/u/tarun)\
**Post date:** [February 18, 2025, 2:53am UTC](https://community.nomadgate.com/t/pe-fund-cash-events-what-is-allowable-to-maximize-yield/69340/3 "2025-02-18T02:53:10Z")

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Yeah we interviewed a few but overall just felt more comfortable with [Oxy](https://nomadgate.com/go/portugal-liquid-opportunities?source=forum). That being said, depending on the cash issue, it won’t outperform a safer investment overall.

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**Author:** ![Odie1](https://community.nomadgate.com/user_avatar/community.nomadgate.com/odie1/32/9509_2.png) [@Odie1](https://community.nomadgate.com/u/Odie1)\
**Post date:** [May 1, 2025, 8:24am UTC](https://community.nomadgate.com/t/pe-fund-cash-events-what-is-allowable-to-maximize-yield/69340/4 "2025-05-01T08:24:09Z")

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Did you move forward with [Oxy](https://nomadgate.com/go/portugal-liquid-opportunities?source=forum)? They also have their PLO - not sure if they could deploy any cash returned into that? And are they really expecting to return much cash before year 5?