Skip to Content

MLC Global Private
Equity Fund

Access the return potential of transforming
and growing private companies from an
experienced and proven manager.

access-icon

Access to select global private equity investment opportunities

Through our deep long-standing relationships
with specialist private equity managers.

long-term-track-icon

Drawing on MLC Private Equity’s
25-year track record

Of delivering strong and consistent returns to investors.

secure-icon

One of the most established programs in Australia

The MLC Private Equity program has invested through a range of market cycles since 1997 - consistently delivering strong returns.


Performance

We take a disciplined approach to discovering, selecting and investing in private equity opportunities. Our focus is on investing in opportunities with high potential for delivering attractive returns to our investors, while also managing risks.

zenith-recommended
lon-ratings-external-investment-grade
sqm-4-stars-with-logo
  • 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.

    The rating issued October 2023 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.

    The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

 


Why private equity?

Abundant investment opportunities

Access a large, diverse and growing set of opportunities not available in listed markets.

The potential for significant returns

Through the opportunity for skilled, experienced and incentivised private equity managers to actively manage and improve a business’ performance.

Powerful portfolio diversification

Gain exposure to a different return and risk profile relative to traditional asset classes.


Portfolio

The MLC Global Private Equity Fund offers access to a well-diversified portfolio of carefully selected private equity opportunities. The Fund has a mature portfolio from inception and is continually seeking and participating in additional investment opportunities.

overview-how-to-invest-tile


Documents

overview-insights-resources-tile


Insights

Unpacking the Growth and trends of the evolving retail private equity market.

Contact us

1300 738 355

Monday to Friday, 8.30am to 5.30pm (AEST)

Talk to us today

To speak to a specialist complete this form and we'll be in touch.

MLC private equity team

Meet the MLC private equity team.