The Barwon Global Listed Private Equity Fund Access Fund is a feeder fund investing in units of the Barwon Global Listed Private Equity Fund (Underlying Fund).

Since its inception in 2007, the Underlying Fund has been strategically positioned to capitalise on the growing momentum toward alternative assets. This approach reflects the increasing investor preference for this asset class and is well-positioned to benefit from the widening divergence between public and private markets.

Further demonstrating strong performance, the Access Fund delivered annual returns of 29.6% per cent for the year ending September 2024, significantly outperforming the Underlying Fund’s benchmark, the MSCI AC World Small Cap NR Local Index.

Bob Liu, Portfolio Manager of the Access Fund and Underlying Fund says, “our outlook earlier in the year predicted a positive investment climate and this ‘Recommended’ rating further supports this as we head into the new quarter.”

Liu added, “as an investment team our focus remains on delivering strong, risk-adjusted returns by carefully selecting high-quality private equity opportunities.

“With a fundamental bottom-up valuation philosophy, the Underlying Fund typically invests in 20 –25 securities, giving a strong potential to achieve considerable alpha over the medium-to-long term.”

In its review, Lonsec highlighted several key strengths of the management approach with Lonsec adding, “The Fund is managed by a collegiate team with a thorough investment process that aims to provide exposure to superior risk-adjusted returns in the listed private equity securities market.”

The Barwon Global Listed Private Equity Fund Access Fund is managed by Barwon Investment Partners, which also runs funds specialising in real estate credit and healthcare property. To date, Barwon Investment Partners has invested A$3.1 billion in capital for its institutional and wholesale clients in Australian and offshore.

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Colin Woods

The Barwon Global Listed Private Equity Fund AF has been awarded a ‘Recommended’ rating by Zenith Investment Partners in its inaugural review.

PAN-Tribal Asset Management is pleased to announce the Barwon Global Listed Private Equity Fund AF has received a Recommended rating following Zenith’s initial review.

Managed by Sydney-based Barwon Investment Partners, the Fund aims to provide investors with a high performing portfolio of private equity investments in a fee efficient manner, while offering daily liquidity.

According to the research report, Zenith believes Barwon’s ability to capture a ‘private market premium’ across a mix of standalone companies and listed funds is a key competitive advantage and is well supported by its detailed fundamental process.

The research report speaks highly of the investment team: Sam Armstrong, Head of Private Equity is considered by Zenith to be a high-quality private equity specialist, and Lead Portfolio Manager Bob Liu is held in high regard, owing to his bottom-up research capabilities. Zenith also believes the broader team has the necessary skills and experience to support the management of the strategy.

The report noted: “In Zenith’s opinion, Barwon’s ability to identify mispricing opportunities across a heterogeneous universe is a key competitive advantage.”

It further stated: “Zenith believes that the Fund may be used to complement and diversify an Alternatives portfolio, particularly where daily liquidity is prioritised.”

Commenting on the Recommended rating, PAN-Tribal CEO Colin Woods said, “We undertook significant due diligence before working with Barwon. The Fund has a 13-year track record and has delivered investors 12.5%* per annum for the past 10 years.”

“The Fund is available on a growing number of platforms, including BT Wrap, BT Panorama, HUB24, Macquarie Wrap and Netwealth.”

“At a time when alternative asset classes are playing an increasingly important role in diversified portfolios, the Barwon Global Listed Private Equity Fund AF will fill an important gap for Australian investors who are wanting access to Private Equity like returns, but require the optionality of daily liquidity in their portfolios,” commented Sam Armstrong, Barwon’s Head of Private Equity.

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* at 31 December 2020, net of fees. Past performance is not an indication of future performance.

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