Barwon Global Listed Private Equity Fund AF

Fund Overview

Private equity (PE) is not just about providing funding; it’s about transforming an average company into a better one and unlocking greater value for both the business owners and the investors. A confluence of factors has combined to create strong tailwinds for the PE industry and its investors, including strong trends in private markets growth, market factors, performance characteristics and diversification benefits.

The Barwon Global Listed Private Equity Fund AF is a feeder fund that invests in units of the Barwon Global Listed Private Equity Fund (underlying fund), which was established in 2007. It aims to provide investors with a high-performing portfolio of private equity investments in a fee-efficient manner while offering daily liquidity.

The Fund invests in publicly traded investment companies that invest in the equity and debt of private companies, including buyouts, growth capital and venture capital. The Fund also invests in private equity-backed listed companies.

Underlying Fund features

  • Bottom-up, research-driven investment approach
  • Benchmark unaware portfolio
  • Unleveraged, long only, open-ended fund with daily liquidity
  • Transparency and flexibility, unlike the traditional private equity approach
  • Diversification across geographies, deal stages and vintages

Quick links

Fund Facts

  • Inception date: 04/06/2020
  • APIR: PIM7967AU
  • Unit Valuation: Daily
  • Distributions: Annual

How to Invest

Investment can be made using the Fund’s PDS or via a number of platforms, including:

  • AMP North
  • BT Panorama
  • CFS Edge
  • HUB24
  • Macquarie Wrap
  • netwealth

See the full range of platform availability here.

Bob Liu, Portfolio Manager, Barwon Investment Partners

"Listed private equity provides investors with PE returns, but with public market liquidity. It is an inefficient market, so alpha can be generated through active management."

Bob Liu, Portfolio Manager, Barwon Investment Partners

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