Through our strong networks and excellent track record, Partners Private has access to previously unavailable investment opportunities, while lowering the minimum initial investment from over $1 million per transaction to as low as $100,000 for certain investments.
Without doubt, some of the very best investment opportunities of the last few decades have only been available to institutional investors, wholesale clients and family offices, and we are pleased that our significant capability in this space allows us to be able to offer these opportunities to more of our clients.
Banner Asset Management
Wholesale Property Income Fund
Open ended (12 month minimum)
Targeting 9.0% p.a.
The Banner Wholesale Property Income Fund seeks to enhance investor returns by acquiring investments in Australian property mortgages, of up to 75% of the property value. The type of financial instruments in which the Fund may invest includes loans for the development or acquisition of Australian residential, office, retail, industrial or commercial property secured by first mortgages, where they meet Banner’s strict selection criteria.
The Fund intends on creating a spread of investments across property income funds and direct loans which will create a diversity of risk of investments.
Vantage Private Equity
Growth Fund 5 (VPEG 5)
Targeting 20.0% p.a.
This is the second Vantage Fund that Partners Private has participated in, and the fifth by Vantage. Supported by Michael Tobin and their vastly experienced Investment Committee, Vantage only invests in funds whose managers have delivered top tier performance, which off the back of this, has seen annualised returns since inception of 22.3% p/a and 26.8% p/a respectively for both VPEG2 and VPEG3.
Vantage’s fee structure is competitive, with fees of 1.25% p/a of committed capital of the fund for the first four years from final close, comparably to the wider industry average of 2% p/a on committed capital. Further to this, Vantage’s low performance fee of only 10% of the gains above 15% p/a is also favourable compared to the 20% p/a of realised profits above an 8% p/a return for the wider market.
VPEG5 is targeting 20% IRR to investors over a four to six year time frame, with a lock-up minimum of four years, and a minimum investment of $100,000.
Important: VPEG 5 will close to new investment on Wednesday 6 December 2023, with monies due on Tuesday 12 December 2023. If you would like to invest in this opportunity please submit the Intent to Invest form below prior to Tuesday 12 December.
MLoan Private Credit Fund
Open ended with no initial lockup 2% (max.) exit fee applies in first year
Targeting 10-12% income hedged to Australian dollars
The Muzinich MLoan Private Credit Fund is a feeder fund into the underlying fund, the MLoan SICAV, S.A (Master Fund) EUR A Income Shares. The feeder fund provides access to a well-diversified, income generating strategy investing predominantly in private European Senior Secured, Floating Rate loans. The strategy aims to benefit from the rising rates environment and capture a private credit illiquidity premium, and provides monthly income whilst allowing investors to redeem on a quarterly basis.
The strategy focuses on parallel lending. Parallel lending is a model where an asset manager co-lends on the same terms alongside a bank to provide financing to European lower middle-market businesses. This model allows the Muzinich investment team to utilize the bank’s distribution network and the high number of sourced transactions. This offers the asset manager the ability to rapidly build a highly diversified and granular portfolio while only being exposed to the most senior part of the capital structure. The bank maintains 100% of the ancillary and regulatory capital light business. By sharing the Term Loan risk with the asset manager, counterparty exposure is reduced, and the bank can increase the net return on regulatory capital.
Muzinich & Co Ltd is the investment manager with strong origins as a credit focused specialist asset management firm. Muzinich has 35 years of history, around US $36 billion under management (as at 31 July 2023) and multiple strategies in public and private markets across the US, Europe and Asia.
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This is an open-ended fund with monthly intake. New applications are due by the 15th of the month (or closest business day) with monies due by the 20th of the month (or closest business day). Applications that are made after the 15th of the month will be placed into the following month’s intake.
Read about our past investments and returns
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To be eligible for these opportunities and be considered high net worth, you must have a gross income of $250,000 or more per annum in each of the previous two years, or have net assets of at least $2.5 million.