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HMC is a major holding inside Auscap... What made you invest...

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peejay2

4,816 Posts.

383

07/06/24

17:48

Post #: 74221823
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Originally posted by Stumpedup: ↑

PJ : Yes to all three of your questions. But mostly this PE investment diversifies my super portfolio away from equities and cash. I don't invest in bonds or hybrids or fixed interest in general. I may look into a Private Credit Fund at some point when I slip into pension mode from accumulation mode. The fund is Schroder Specialist Private Equity Fund (APIR code: SCH0038AU). DYOR.
@woollydog I have access to this fund via my BT Panorama Super Wrap (self managed) account. The fund is somewhat illiquid with limited investment windows and 3 month notice for withdrawal. But its super money.
I've also researched the Hyperion Small Growth Companies Fund. They have certainly captured the bounce in the small cap companies rally over the last 12 months. I don't hold this fund, but one of my close friends does in his portfolio and it has stood the test of time with double digit returns going back 5 years and more. The 3 year return still beat the benchmark.

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HMC is a major holding inside Auscap... What made you invest outside the fund as well as inside ?
And what gave you the initial “lead” to go with Auscap, ie what brought it to your attention ?
interested in how people got their leads to look into a particular fund and what made them go with it ?

Last edited by peejay2: 07/06/24
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