An actively managed, semi-liquid managed account for private markets.
This SMA for wholesale investors creates a simple solution for advisors wishing to enhance their offering to high-net-worth clients by diversifying away from listed securities.
Real assets are attractive for their income and capital growth potential
With a strong regulatory tailwind, private debt offers regular income and reduced volatility
Private equity can produce superior risk-adjusted returns
The Drummond Private Market SMA asset class allocations will change over time. However below we provide example asset class allocations and liquidity profile of the portfolio
The Drummond Private Market SMA is a concentrated, semi-liquid portfolio where underlying investment managers offer at least quarterly liquidity. Wholesale investors should consider this to be a long-term investment with a time horizon in excess of 5 years. The investment objective is to exceed the RBA cash rate +4% p.a. over this long-term horizon
The SMA will have exposure to investment managers investing across predominantly three broad asset classes: private equity, private debt and real assets.
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