News
Zenith Investment Partners assigns LGT Capital Partners’ multi-alternatives and semi-liquid private equity funds the highest possible rating
Zenith Investment Partners (Zenith) has conducted its annual review of the Australian fund industry and has assigned the LGT Multi-Alternatives Australia Fund (LMAAF) a “Highly Recommended” rating for the fourth consecutive year. The LGT Global Private Equity Australia Fund (LGPE Australia Fund) also received a “Highly Recommended” rating again in its second year since inception. These top ratings mean that the research firm believes the funds have a very high probability of meeting their investment objectives.
In the case of LMAAF, Zenith observed that it “maintains its high conviction in the strategy, highlighting LGT CP’s breadth of resourcing across each of the verticals and the intuitive mix of strategies with a focus on controlling downside risk.” Further, the report states: “In Zenith’s opinion, LGT CP’s reputation and scale in the private markets segment is considered a key source of deal flow, providing access to high-quality transactions across a range of leading general partners (GPs).”
Regarding the LGPE Australia Fund, the research firm commented: “In Zenith’s opinion, the quality and depth of LGT CP’s sourcing platform, coupled with the specialist nature of the asset mix, positions the Fund as a highly attractive option in the private assets sector.” According to the report, “the mix of co-investments and secondaries is a strong point of differentiation, providing a dedicated exposure to private assets where PE value creation drivers are the primary driver of returns.”
Nathan Pensabene, Partner at LGT Capital Partners, said: “We are pleased that our Australia funds have once again received the highest possible rating from Zenith Investment Partners, confirming the benefits of our extensive private markets platform and our multi-strategy approach.”
LMAAF is available on Netwealth, Praemium, BT Panorama, AMP North and Hub24, while the LGPE Australia Fund is available on Netwealth and Praemium.
IMPORTANT INFORMATION
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 (APIR ETL2119AU and ETL2835AU, assigned February 2026) 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.
