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Showing 1 - 10 of 76 results for "Evergreen"

WAM offers global real assets exposure via new offering

MATTHEW WAI | FRIDAY, 15 MAY 2026

... across real assets globally, including Australia, to invest in real assets. The fund will be structured as a semi-liquid evergreen strategy available to wholesale and retail advised clients, WAM said. The portfolio is targeting returns of 9% net of fees ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI | TUESDAY, 28 APR 2026

... resources," Davis said. "What we're building at FinCap changes that. Increased manager specialisation and the rise of evergreen investment structures have broadened access beyond traditional multi-strategy platforms." Mercer head of wealth management ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN | TUESDAY, 14 APR 2026

... robust", especially given the regulatory requirements that have existed for some time in Europe. "When we launched our evergreen fund, we switched the frequency of our valuations from quarterly to monthly and we added a few more checks and balances within ...

Australia is 'laissez-faire' on eligibility for semi-liquid investments: Morningstar

MATTHEW WAI | TUESDAY, 14 APR 2026

... investors, access to private asset products is easily available to individual retail investors via vehicles such as evergreen funds and listed investment vehicles (LIVs). Typically, open to all investors and mainly exclusive to Australia, listed investment ...

North adds private markets SMA for retail investors

MATTHEW WAI | THURSDAY, 26 MAR 2026

... 15 underlying strategies in private equity, private credit and real assets, and combines open-ended strategies like evergreen and ETFs to help provided capital access. It also offers consolidated reporting periodically through the platform. The launch ...

S64, Ardian partner to launch new fund

ELIZA BAVIN | MONDAY, 23 MAR 2026

S64 and Ardian have partnered to launch the S64 Ardian Access Infrastructure Fund, an evergreen Australian unit trust. The collaboration will give Australia's wealth management industry access to Ardian's infrastructure strategies through the S64 platform. ...

Family offices hunt opportunities in AI: Report

KARREN VERGARA | THURSDAY, 5 FEB 2026

... direct control majority ownership positions, while 40% invest through fund-of-funds strategies, and 35% invest through evergreen funds. Geopolitics tops family offices' concerns as 74% view it as a significant investment risk, followed by trade policy ...

EQT to acquire Coller Capital to form new secondaries platform

MATTHEW WAI | FRIDAY, 23 JAN 2026

... Asian markets, strengthen institutional client relationships, and accelerate EQT's private wealth offering with four evergreen products with a total net asset value of US$4.1 billion ($6bn). The firm also expects to develop insurance-dedicated solutions ...

Partners Group launches new strategy, appoints lead

MATTHEW WAI | WEDNESDAY, 21 JAN 2026

... platform, following the addition of royalties in late 2024. That offering was made available to local investors as an evergreen fund in September last year. Partners Group has over US$185 billion ($275bn) in assets under management across all asset classes ...

FEATURE: Private credit | At the precipice

GLENDA KORPORAAL | FRIDAY, 12 DEC 2025

... says. "Asset-backed finance, for example, is estimated to be a US$20-plus-trillion market opportunity. "The growth in evergreen and expansion into the high-net-worth channel add incredible fundraising potential." From a deployment standpoint, Hamilton ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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