LGT Multi-Alternatives Australia Fund receives “Highly Recommended” rating by Zenith Investment Partners
Zenith Investment Partners – one of Australia’s premier research houses – has reviewed the LGT Multi-Alternatives Australia Fund (LMAAF) for the second year and has awarded the highest possible rating, “Highly Recommended”.
Pfaeffikon, 14 February 2023. In its report, published on 6 February 2023, Zenith Investment Partners writes: “The fund, managed by Swiss-based LGT Capital Partners (LGT CP), provides investors with exposure to a portfolio of Private Markets, Alternative Income and Liquid Alternatives strategies. LGT CP employs a structured process that combines a Strategic Asset Allocation (SAA) framework with a tactical approach that can capture dislocated opportunities across a range of asset classes. Zenith’s conviction has increased highlighting the quality of the investment team and its ability to generate absolute returns in a range of market conditions.”
Nathan Pensabene, Principal, said: “We are thrilled that LMAAF has received the highest possible rating in only its second year of review by Zenith. We are especially pleased that they recognized LGT CP's reputation and scale in private markets as a competitive advantage and that the strong alignment with our shareholder is a unique differentiator.”
The LGT Multi-Alternatives Australia 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.
The fund is available on Netwealth, HUB24 and Powerwrap platforms.
LGT Capital Partners
LGT Capital Partners is a leading alternative investment specialist with over USD 85 billion in assets under management and more than 600 institutional clients in 43 countries. An international team of over 700 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives, and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the Firm has offices in New York, Raleigh, San Francisco, Dublin, London, Paris, Vaduz, Frankfurt, Luxembourg, Dubai, Beijing, Hong Kong, Tokyo and Sydney.
Head of Corporate Communications
This release is provided for informational purposes only and is not to be construed as solicitation of an offer to buy or sell any financial product. Accordingly, reliance should not be placed on this document as the basis for making an investment, financial or other decisions. Units in the fund may not be offered or sold within the US, or sold to, or for the account or benefit of, any US Persons. The rating is for informational purposes only and should not be construed as an endorsement of LGT Capital Partners or its products. Ratings are not indicative, representative or a guarantee of any investor’s experience with LGT Capital Partners. The rating was based in part on subjective criteria and a limited universe of candidates, and therefore there can be no assurance that a different set of circumstances would not have resulted in a different rating.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned February 2023) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines