Vantage Private Equity Growth 4
PRIVATE EQUITY FOR INSTITUTIONAL & SOPHISTICATED INVESTORS
A COMPLYING INVESTMENT FOR THE SIGNIFICANT INVESTMENT VISA
Vantage Private Equity Growth 4 (VPEG4) is a Private Equity Fund of Funds established to provide investors with access to the returns generated by the top performing Later Expansion and Buyout, Private Equity Funds in Australia.
VPEG4 is also unconditionally registered with Innovation Australia, as a complying investment for the Significant Investor Visa (SIV), focused on investing in the lowest risk segment of a SIV applicants mandatory VCPE investment, Growth Private Equity.
Private Equity as an asset class has attracted a growing amount of interest from investors over recent years as it continues to outperform traditional asset classes. VPEG4 offers investors the opportunity to share in the strong returns of this asset class, while substantially removing the hurdles that have traditionally limited investor access to it.
Through its unique structure, focussed investment strategy and guidelines, systematic and rigorous fund manager selection criteria and its arrangements with highly experienced Private Equity investment management and advisory groups, the Investment Manager is confident of VPEG4, developing a highly diversified portfolio of underlying, profitable, private company investments and ultimately delivering superior absolute returns to Investors.
Investment Highlights
VPEG4 has been tailored for investment by sophisticated investors and small to mid sized institutions. It is also a complying Growth Private Equity investment for the Significant Investor Visa (SIV). An investment in VPEG4 may suit a range of investors due to the following reasons;
- Superior Targeted Returns of 20% p.a.
- Access to Top Tier Private Equity Funds & Co-investments
- Focussed Investment Strategy – Later Expansion and Buyout only
- Tax effective Structure
- A Diversified Portfolio of Profitable Australian Companies
- Returns Distributed as Underlying Investments are Exited
- Strong and Experienced Management and Investment Committee
- Opportunity to Redeem Investment After Four Years
SIV Complying, Tax Effective Structure
VPEG4 is structured as an Incorporated Limited Partnership (ILP No. L0000529N), Australian Fund of Funds (AFOF). This ‘flow through’ structure offers tax advantages to Investors in that all gains and income distributed by VPEG4 will be taxed in the hands of the Investor at their own tax rate.
VPEG4’s structure enables Investors seeking to apply to the Australian government for a Subclass 188 Visa, (Significant Investor stream), to meet the mandated minimum $500,000 investment into the Venture Capital or Growth Private Equity Funds (VCPE) sector.
Key Facts
Target Size
AU$100m
Focus
Investments in professionally managed, Australian private equity funds & co-investments with a focus on investing in profitable companies for expansion & buyout
Target return
20% p.a. IRR (net of fees)
Minimum Investment
AU$500,000 – For Significant Investor Visa Applicants
AU$100,000 – For Sophisticated Investors
AU$1,000,000 – For Institutional Investors
Management fee
1.25% p.a.
Redemption
Quarterly, with 60 days notice, after investment held for a minimum of four years
Offer Closed
Please contact the Vantage Investor Services team via email info.vantageasset.com or phone +61 2 9067 3133 to request a copy of the Vantage Private Equity Growth 5 Information Memorandum
