Eley Griffiths, page-12

  1. 3,580 Posts.
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    Hyperion Small has outperformed for a lot longer than 5 years.
    * 10 yrs 11.5% p.a net
    * 15 yrs 15% p.a net
    * 20 yrs 13.8% p.a net
    since inception 2002 14% p,a net
    I don't know of any other Aussie equity fund that has done so well

    as for private equity , via my Netwealth Super fund I have about 6% of my portfolio in :
    * Partners Group value
    * KKR Prime global private equity
    * Hamilton Lane global private assets
    * Federation alternative investments II ( Australian private equity )
    I'd be keen to use the Schroder fund but cannot currently access it via Netwealth.

    just need to remember that in a GFC style event, private equity funds may be frozen to redemptions.


 
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