Lonsec upgrades Barwon Fund
We’re delighted to advise that Lonsec has upgraded the Barwon Global Listed Private Equity Fund to a ‘Recommended’ rating following its latest sector review. A ‘Recommended’ rating indicates that Lonsec has strong conviction the product can meet its investment objectives.
In its report, Lonsec noted that Barwon’s long track record in private markets investing lends itself to deeper market knowledge in an information-inefficient market segment and described the team as collegiate, with a boutique culture reasonably well aligned with investors.
Further, Lonsec described the Fund as having a thorough investment process that aims to provide exposure to superior risk-adjusted returns in the listed private equity securities market.
The Fund is nearing $200 million in size and is available via a number of leading platforms including AMP North, BT Panorama, CFS Edge, HUB24, Macquarie Wrap and Netwealth.
For more information about the Barwon Global Listed Private Equity Fund or Lonsec’s review, please contact your key account manager.
The rating issued October 2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.