By only investing in funds and direct investments at the Later Expansion and Buyout financing stages of Private Equity, that have consistently delivered strong returns, the Manager is confident that Vantage Private Equity Growth 5 (VPEG5) will deliver a higher than average absolute return to its Investors.
Fund Profile
VPEG5 is a Private Equity Fund of Funds established to provide investors with access to the returns generated by the top performing Buyout and Later Expansion Private Equity Funds in Australia. To enhance portfolio diversification, the Fund intends to also invest directly into eligible growth private equity investments, As a result VPEG5 will ultimately build a highly diversified portfolio of profitable private company investments all with proven products and services.
Investment Strategy
VPEG5 is focussed on investing all of its commitments and investments into underlying funds that in turn invest in businesses that are at a more mature stage of development, and in particular the Later Expansion and Buyout stages of Private Equity investment.
Investment Process
Only Private Equity funds whose manager’s or management team’s previous funds have in the past performed within the Top Quartile of returns as measured by the relevant benchmark will be considered for investment by VPEG5.
Investment Committee
In line with best practice in funds management, the Investment, Audit & Risk Committee (Investment Committee) of the Fund includes independent members. The independent members of the Investment Committee are Rod McGeoch AO (Chairman) and Patrick Handley. Two senior executives from the Manager, Michael Tobin and David Pullini round out the investment committee.
Investment Manager
Established in 2004, Vantage Asset Management Pty Limited is a leading independent investment management company with expertise in private equity, funds management, manager selection and operational management. Vantage is Australian owned and domiciled with operations in Sydney and Melbourne and holds Australian Financial Services Licence (AFSL) No. 279186.