| Vantage Private Equity Growth 4 |  |
|
Vantage Asset Management's portfolio of Private Equity Growth Funds provide wholesale or sophisticated investors the ability to invest in private equity opportunities that are normally only available to large institutional investors. Vantage design their private equity funds specifically for sophisticated investors, SMSF's and family offices to gain access to these opportunities by investing in selected private equity funds which are only open to institutional investors. Vantage's underlying funds ultimately invest in profitable private companies in the lower to mid-market segment, with an enterprise value between $25m to $250m at the time of investment. Vantage Private Equity Growth 4 (VPEG4) provides investors with access to a diversified portfolio of Australian private equity investments that are ultimately managed by a selection of top tier private equity fund managers in Australia who have historically and consistently delivered superior returns to investors. VPEG4 implements the same investment strategy as Vantage's previous Private Equity Growth funds, VPEG, VPEG2 and VPEG3. Each of these invest in up to 8, closed end, private equity funds which in turn each invest into a portfolio of 6 to 8 profitable private companies. Ultimately Vantage are seeking to build a highly diversified portfolio of up to 50 underlying companies managed by the top tier private equity fund managers in Australia that are normally only accessible to institutional investors. Since establishment in 2006, Vantage has invested across 25 private equity funds, which have in turn invested in 136 companies which have, as at 31 March 2021, completed 60 exits (or sales) from their portfolios. The gross proceeds from these exits have resulted in a 2.7 X return on invested capital, delivering an average Internal Rate of Return of 31.7% p.a. to Vantage's funds. VPEG4's predecessor funds VPEG2 and VPEG3 have delivered net returns to their investors since their inception of 19.95% p.a. and 21.59% p.a. respectively to 31 March 2021. This ranks each fund in the top quartile of private equity fund of funds globally for each of their respective vintage years. VPEG4 has a target return of 20% p.a. and Vantage believe that VPEG4 is particularly suited to investors who are looking for superior returns in an asset class that is difficult to access and has consistently outperformed most other asset classes over the medium and long term with a low correlation to listed equities, bonds and property. SPECIAL OFFER Vantage are providing the ability to invest in VPEG4 with a reduced minimum investment commitment amount of AU$50,000 compared with the standard Institutional Offer requiring a minimum commitment of AU$1,000,000 per investor. This offer also allows investors to pay for their investment via an initial payment of 15%, followed by progressive calls (averaging 25% of the investment commitment) each year, as opposed to paying the entire investment amount on application. VPEG4 will be accepting applications and issuing interests on a monthly basis through to 30 September 2021. To participate in this offer please click the OLIVIA123 link below or for further information please click the link to the VPEG4 Fund Profile which includes a link to contact Vantage directly. |
|
|
Disclaimer: Neither Vantage nor any other person or entity guarantees any income or capital return from the Fund. There can be no assurance that the Fund will achieve results that are consistent with the investment performance of previous investments or that the investment objectives for the Fund will be achieved. In considering past performance information, prospective investors should bear in mind that past performance is not necessarily indicative of future results, and there can be no assurance that the Fund will achieve comparable results, that unrealized returns will be met, or that the Fund will be able to make investments similar to the historical investments as described in the Information Memorandum. Investments in Private Equity are generally illiquid. However, the minimum term of an investment in VPEG4 is four (4) after which investors can redeem their investment. Please refer to section 8 of the Information Memorandum for further information. Distributions are made to participating investors on an ongoing basis with distributions (from exits) generally occurring from year two onwards. Australian Fund Monitors Pty Ltd, holds AFS Licence number 324476. The information contained herein is general in its nature only and does not and cannot take into account an investor's financial position or requirements. Investors should therefore seek appropriate advice prior to making any decisions to invest in any product contained herein. Australian Fund Monitors Pty Ltd is not, and will not be held responsible for investment decisions made by investors, and is not responsible for the performance of any investment made by any investor, notwithstanding that it may be providing information and or monitoring services to that investor. This information is collated from a variety of sources and we cannot be held responsible for any errors or omissions. Australian Fund Monitors Pty Ltd, A.C.N. 122 226 724 |
|
