There is an increasing push globally to gain access to proven private equity managers.
Harry O'Neill, Client Relations & Capital Raising, EQT Group
We partner exclusively with the world's top private asset managers to give you access to funds typically reserved for institutional investors.
Only the top private funds beat the public market. Our funds are hand picked by our team with one goal: performance.
We manage the complexities of compliance and reporting, so you can confidently grow your portfolio diversification.
Private equity investments can provide diversification benefits to investors, as they offer exposure to a different set of companies than those available on the public markets.
According to a study by PitchBook, private equity funds generated a median net internal rate of return (IRR) of 11.0% from 2000 to 2021, outperforming public markets. For reference, the annualised returns of the ASX 200 i approximately 4.45% since 2006.
Institutions turn to private market funds to find better return potential, with improved diversification & lower return volatility.
Look at the difference between a traditional retail portfolio and
a typical institutional portfolio.
AGE 65
TRADITIONAL SPLIT
$100,000
AGE 30
AGE 65
WITH PRIVATE EQUITY
$1,240,000
$2,300,000
AGE 30
$100,000
AGE 65
TRADITIONAL SPLIT
$1,240,000
AGE 65
WITH PRIVATE EQUITY
$2,300,000
*Value of hypothetical portfolio in nominal terms based on historical data, with returns averaged across all private equity and an allocation of 20% to private equity. Past performance is not indicative of future performance
Access to our portal is commitment free, and registration takes minutes.
Sam has worked for over 20 years in the financial services sector in Australia, Taiwan, and Hong Kong. In his last role he was the Head of Secondary Private Equities at MCM Partners in Hong Kong.
Jonathan has over 15 years' experience as a finance and investment specialist, with his last 10 years at Russell Investments. He is a CFA charterholder and a Fellow of the Institute of Actuaries of Australia.
Hugh has over ten years’ legal experience, and has worked in top-tier law firms in New Zealand, the Cayman Islands and Australia.
It's easy to invest through our investment portal in a few steps:
- Sign up through our investor portal
- Confirm your investment entity
- Select the fund/s you wish to invest in
Our team is available to answer any questions you may have and guide you through every step of the investment process. Contact us to book a meeting.
Private market funds tend to have a longer term view compared to the share market. Private equity funds have historically outperformed public markets by 5% over the last 20 Years and over 8% during years of global recession according to the Bain Global Private Equity Report & Cambridge Associates.
Diversification is crucial to maintain a balanced investment portfolio. By allocating assets across different investment types, like private equity, you can minimise the impact of a single asset's poor performance. By allocating assets across different investment types, like private equity, you can minimise the impact of a single asset's poor performance. Private equity has historically demonstrated strong returns and low correlation to public markets, providing growth potential and a buffer against market downturns.
Alternative investments, including private equity funds, can potentially provide better returns than traditional investments. Our fund managers can access unique opportunities and strategies such as buyouts, venture capital, growth equity, and many other opportunities which may result in higher returns over the long term.
Many assume that the lockup period of private equity means you do not see any money until the end of the term of the investment (sometimes, ten years). However, in many private equity funds, investors typically receive distributions each year after an initial period.
From our analysis of data available through Preqin, distributions can start as early as year 2 and many see their initial capital returned by year 6. Returns are realised through exit strategies such as acquisitions, initial public offerings (IPOs), or secondary sales.
Our members can access additional information and supporting documents on specific funds through our investor portal. You can also reach out to a member of our team who will be more than happy to answer any questions you may have.
We pride ourselves on our simple simple, transparent and fair pricing.
Access fee: 1.5% on total committed capital (one-off, on entry). We undertake a significant amount of work to source funds, conduct due diligence and structure an investment.
Management fee: 0.65% annually on funds under management. We undertake ongoing work to manage the investment and provide reporting and compliance.
Fees may vary depending on the fund, please read the Information Memorandum carefully for details.
