We offer institutional-like access to a range of non-correlated and diversified investment classes. These include co-investment opportunities into property, mezzanine debt and equity transactions, access to niche IPO's, equity-raisings into listed and unlisted property and private equity funds, and access to yield-enhancing hybrid notes among other investments.
We take an opportunistic approach to investments, preferring to source unique transactions rather than follow a top down macro economic approach to investing. We only offer opportunities to investors that have been through a rigorous internal assessment process and considered the suitability of the opportunity against client’s risk-return profiles.
Up until now we have sourced and executed investment opportunities against Australian assets. Going forward it is the Group's objective to expand the offering to include internationally sourced transactions that satisfy our investment criteria.
Examples of previous investment opportunities include:
- Investec Wentworth Private Equity Fund 1, 2 and 3.
- Toga Accommodation Fund, a specialist fund focused on the expansion of the Toga Group’s property model (Medina and Adina brands) in the European market.
- Investec Wentworth Specialised Property Trust
- MAB – Mezzanine Debt Fund
- Initial Public Offerings:
- Viridis Clean Energy Group
- Fone Zone Group Limited
- AAV Limited
- Invocare Limited