High Net Worth

100% of existing investments were 100% in bank term deposits.

Whilst the banks were strong and the investment liquid, the products were averaging a negative yield.

Objective was to balance this investment with high-yield, illiquid asset. Sought direct access to the SME Asset Class returns with the specialist managed fund, Acuity. Average expected IRR in a positive position by allocating the portfolio.

Multi Family Office

Strategy was to access the non-listed SME equity asset class returns to compliment the listed equities in their existing portfolio.

The Office did not wish to insource specialist skills to manage the dynamics of this asset class on a large scale so invested in the Acuity Fund.

Family Office

Wanted exposure to the diverse SME succession trend in a single fund. A Diverse European Asset Class was required to correlate their exposure held in diverse global equity funds.