News
LGT Capital Partners product offering now available on BT Panorama
The LGT Multi-Alternatives Australia Fund (LMAAF) is now available on BT Panorama, one of Australia’s leading market providers. The fund, which has been established in July 2021, is marketed to wholesale investors based in Australia and New Zealand.
LMAAF aims to generate returns of between 8% to 12% per annum (net of fees) over the medium term with low volatility and correlation with broader equity markets. The fund invests in a portfolio of alternative investments including private equity, private credit, insurance-linked strategies, real estate, infrastructure and liquid alternatives.
BT Panorama is a leader in Australia’s wealth management industry, with around 250,000 investors using its BT Panorama platform, which has AUD 108.9bn of funds under administration as of 31 January 2024. The firm is part of Westpac Group and has a 50-year history in providing wealth management services, including investment solutions, and supporting financial advisers.

IMPORTANT INFORMATION
This marketing material was produced by LGT Capital Partners (hereafter “LGT CP”) in respect of the LGT Multi-Alternatives Australia Fund (“Product”), a managed investment scheme registered in Australia with the greatest of care and to the best of its knowledge and belief. LGT CP provides no guarantee with regard to its content and completeness, and does not accept any liability for losses which may arise from making use of this marketing material. This marketing material is not a prospectus or product disclosure statement and does not constitute an offer or a recommendation to buy or sell financial instruments or services. This marketing material is provided for informational purposes only. For full details of the Product features and of the opportunities, risks, and costs associated please see the corresponding legal documents, including the product disclosure statement (further referred to as the “Product Documents”). The information and opinions contained in this marketing material come from the initiator or from other sources that LGT CP deems to be reliable. It can change without prior notice at any time. Unless stated otherwise, the indicated numbers have not been audited. However, this product may therefore be purchased only on the basis of the most recent Product Documents. The information and opinions contained in this marketing material constitute merely promotional communication, and not investment advice. Under no circumstances may reading this marketing material be a substitute for a personal consultation with a professional advisor before making any investment decision. This material may include forward-looking statements, which are not guarantees or predictions of future performance. Any forward-looking statements contained in this material involve known and unknown risks, uncertainties and assumptions and other important factors which may cause actual results to differ from those contained in this material. Past Performance is not a guarantee, nor an indication of current or future performance. LGT CP does not guarantees the performance of any product, the repayment of capital, or any specific rate of return. LGT CP may receive consideration from third-parties in exchange for distribution and other services, either as single or recurring payments. The information is valid only at the time this marketing material was produced. A change in the economic environment, possible changes in the law, and other events may cause future performance to deviate from that indicated in this marketing material. This applies particularly to statements regarding returns and taxes. Every investment involves risk, especially with regard to fluctuations in value and return. Investments in foreign currencies involve the additional risk that the foreign currency may lose value against the investor's reference currency. Benchmarks and indices are shown for illustrative purposes only, may be unavailable for direct investment, may assume reinvestment of income, and have limitations when used for comparisons because they have volatility, credit, and other material characteristics, such as number and types of securities, that are different from the product. This marketing material is intended for the recipients individual and exclusive use. It may not be reproduced either in part, or in full without the written permission of LGT CP. It is not intended for persons who, due to their nationality, place of residence, or any other reason are not permitted access to such information under local law. Neither this marketing material nor any copy thereof may be sent, taken into or distributed in the United States or to any U.S. person. Any Products Documents may be obtained free of charge from LGT CP upon request. Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298 | AFSL 240975 is the Responsible Entity for the Product. Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT). The Investment Manager for the Product is LGT Capital Partners Ltd (LGT Capital Partners) which is exempt from holding an AFSL and shall rely on ‘limited connection relief’ under ASIC Corporations (Foreign Financial Services Providers – Limited Connection) Instrument 2017/182 or equivalent successor ‘funds management relief’ provisions. The Promoter of the Product is LGT Capital Partners (Australia) Pty Ltd (LGT Capital Partners (Australia)) ABN 33 168 969 640 | AFSL 461974. This information is distributed by LGT Capital Partners (Australia) to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither LGT Capital Partners (Australia), LGT Capital Partners, Equity Trustees nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accept any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in the Product The PDS is available on www.eqt.com.au/insto or you can request a copy free of charge by contacting Equity Trustees on phone +61 3 8623 5000 or LGT Capital Partners (Australia) Pty Limited on phone +61 2 8823 3301. A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the Product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed. The Product’s Target Market Determination is available at https://www.eqt.com.au/corporates-and-fund-managers/fund-managers/institutional-funds/institutional-fund-manager?f=09631609-199b-44d4-b34f-53a43901c0aa. Investors should read the complete description of fund aims, risks, costs, charges, terms and conditions set out in the fund’s offering documentation prior to investing.
Australia and New Zealand: This information material is distributed in Australia and New Zealand by LGT Capital Partners (Australia) Pty Limited (ACN 168 969 640; AFSL 461974) and is directed in Australia to wholesale clients only, as defined within the meaning of Part 7.1 of Australia’s Corporations Act 2001, and in New Zealand to wholesale investors, as defined within the meaning of clause 3(2) of Schedule 1 of New Zealand’s Financial Markets Conduct Act 2013 (NZ). This information material was prepared to wholesale clients and is not intended to be distributed or passed on, directly or indirectly, to any other class of persons in Australia or New Zealand. The information material in this document is not intended to amount to investment, legal, tax or other advice or a recommendation to invest and has been prepared without taking into account any investor’s investment objectives, financial situation or needs. Certain information within this document has not been prepared specifically for Australian and New Zealand recipients. It: a) may contain references to Dollar amounts which are not Australian or New Zealand Dollars; b) may contain financial information which is not prepared in accordance with Australian or New Zealand law or practices; c) may not address risks associated with investment in foreign currency denominated investments; and d) does not address Australian or New Zealand tax issues. The recipient should obtain a copy of the offer documents and should consider the appropriateness of the information having regard to their own situation. LGT Capital Partners (Australia) Pty Limited and its directors or employees advise that they and persons associated with them may have an interest in the financial products discussed and that they may receive brokerage, commission, fees and other benefits and advantages, whether pecuniary or not, and whether direct or indirect, in connection with the financial products or services. This information material is not intended as an offer or solicitation for the purchase or sale of any financial product. Whilst this information material is based on information from sources which LGT Capital Partners (Australia) Pty Limited considers reliable, its accuracy and completeness cannot be guaranteed. Data are not necessarily audited or independently verified. Any opinions reflect LGT Capital Partners (Australia) Pty Limited’s judgement at this date and are subject to change. LGT Capital Partners (Australia) Pty Limited, its associates, its directors and employees do not accept any liability for the results of any actions taken or not taken on the basis of information in this information material, or for any negligent misstatements, errors or omissions.
Neither Equity Trustees nor LGT Capital Partners (Australia) Pty Ltd are registered as financial service providers in New Zealand, and neither of them is able to provide financial advice to any person in New Zealand who is not a ‘wholesale investor’ within the meaning of clause 3(2) of Schedule 1 of the FMCA.