A portfolio giving retail investors access to Private Equity and the strong returns from private investments.
A highly concentrated portfolio of directly and indirectly held private equity investments via a selection of Fund Managers and Listed Investment Companies. A lock-up period may be applied for a potential 7 years once the funds are invested with the appropriate underlying Private Equity Funds.
The objective of the portfolio is to provide exposure to private markets and long-term illiquid investments that provide a significant illiquidity premium with the potential to grow over the long term. The portfolio actively invests in 1 to 5 Managed Funds that provide diversified private equity exposure. Underlying managers are selected by the VIP Investment Committee following extensive due diligence which incorporates, but is not limited to people, process and performance.
Investor Suitability
- Are seeking strong capital growth and very minimal if any income from your investment
- Understand that the nature of private equity means that your capital can be in cash and cash equivalents for a period of time before an appropriate investment is identified
- Wish to get exposure to the illiquidity premium afforded private off-market investments
- When an investment is made it is in a highly illiquid private company which can result in a lock-up period at times up to 7 years of your capital
- Want to be invested in purely private equity rather than a portfolio diversified over multiple asset class, accepting the risk associated with concentrating your portfolio in one asset class