Access to Private Equity
For years, private equity has been the exclusive preserve of institutional investors or the ultra-wealthy. Minimum investments are prohibitively high – £10 million or more. What’s frustrating is private equity funds have historically outperformed their public equivalents over 10, 15 and 20 years.
So, you have a potentially attractive asset class but the door is firmly shut for most.
That doesn’t need to be the case. From buyout funds to select off-market deals you can now invest through Wealth Club from £25,000.
Source: BVCA (British Private Equity and Venture Capital Association) and data supplied by Morningstar. Past performance is not a guide to the future. Total returns shown to 31 December 2018. The Investment Association (IA) sector performance, supplied by Morningstar, is the average total return achieved by mutual funds operating within each asset class/IA sector. The UK private equity returns come from the BVCA Private Equity and Venture Capital Performance Measurement Survey 2018.
Introducing private equity deals from £25,000
We’re talking to a number of institutions – some of the largest and best-known in the world.
With the opportunity come very considerable risks, though. As with all investments, you could lose all your capital. In addition, private equity investments are illiquid and will take a long time to come to fruition (think 7-10 years+), if at all.
For this reason, before you can even see the details of a deal, you need to complete a questionnaire that assesses both your investment experience and financial well-being. You'll also need to apply to become an ‘Elective Professional Client’ (EPC) of Wealth Club. Could you qualify?
What are the risks?
This is a long term investment, longer than most. For that reason, you should not invest money you cannot afford to lose. It is for very experienced investors only. Capital is at risk and returns are not guaranteed.
Many factors could
affect the performance of the investment. If you qualify to access these deals, each will have relevant
offer documents which contain more details on the specific risks and you should read these carefully.
Private equity funds may be denominated in euros or US dollars, meaning there is currency risk. The return may increase or decrease as a result of currency fluctuations.
The deals are often structured as limited partnerships. Investors will need to confirm they agree to the terms of the partnership before applying. Typically, you will say how much capital you wish to "commit" but won't pay it all up front: the funds are called upon when required. Fees and expenses are in addition. Funds can be called upon at any time. You should carefully familiarise yourself with the terms of the partnership agreements before investing.
Before sending you details on private equity deals we are required to check if you are eligible. If you are interested, please complete our questionnaire to see if you qualify.
Wealth Club aims to make it easier for experienced investors to find information on – and apply for – tax-efficient investments. You should base your investment decision on the provider's documents and ensure you have read and fully understand them before investing. This review is a marketing communication. It is not advice or a personal or research recommendation to buy the investment mentioned. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.
- Experienced investors only
- Typical minimum investment
Could you qualify?
Complete our questionnaire to find outRead more about Could you qualify?