Lonsec upgrades Barwon Fund

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.



 

The following information has been prepared by PAN-Tribal Asset Management for use by Sophisticated Investors / Wholesale Clients and Investment Professionals only. No account has been taken of the investment objectives, financial situation or particular needs of any particular person. Information is provided for general information purposes only and does not contain investment recommendations nor provide investment advice, nor is it intended to take the place of professional advice. Investors should not take action in reliance on information contained on this website.

 

Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy of any data contained on this website.

 

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