Schroders Capital, the $97.3 billion private markets business of Schroders Group, has surpassed $2 billion for its Semi-Liquid Global Private Equity fund.
Since its inception five years ago, the fund has garnered significant interest from a diverse range of institutional and wealth investors across the globe seeking to tap into the advantages of small and mid-sized private equity investments, alongside the benefits offered by an evergreen fund structure.
The fund focuses on buyouts of small and medium companies from Western economies and Asian growth opportunities. The fund targets a portfolio that’s well diversified by region, investment vintage and sector resulting in it being less exposed to cycles affecting certain sectors.
Analysis from Schroders Capital’s private equity team shows that small and mid-sized private equity funds have, in fact, outperformed their large counterparts with more robust and persistent returns through time.
Moreover, the small and mid-segment has contributed to the vast majority of opportunities in private equity and indicates why investors are looking to allocate to this attractive segment of the market.
Semi-liquid funds represent a relatively new route to access private markets. Schroders Capital has been at the forefront of innovation in structuring financial products to open up access to private markets for a broader range of investors across the globe. This fund was the first in Schroders Capital’s semi-liquid range which now offers venture capital, infrastructure and real estate to both institutional and wealth clients.
In line with its commitment to democratising investment opportunities, Schroders Capital expanded access to this fund for UK investors with the newly-launched Schroders Capital Global Private Equity Long Term Asset Fund (LTAF), a UK-authorised feeder into the Semi-Liquid Global Private Equity Fund. The LTAF structure allows UK investors access to this already well established strategy in a UK-domiciled and regulated format.
Benjamin Alt, Head of Global Private Equity Portfolios and Portfolio Manager of the Fund, Schroders Capital, said:
“Out of a handful of private equity semi-liquid funds in the market, we are able to offer a fund with a five-year track record and access to the small and mid market[1]. There is a clear case for investing in this part of the market and it is important to deliver the benefits of these investments to as many clients as possible.
“Investors are turning to private equity for higher returns and diversification benefits and we’re glad to have the infrastructure and knowledge to create the right solutions for all investor types to be able access these.”
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[1] Based on internal analysis
For further information, please contact:
Rachael Dowers, Media Relations Lead, Private Markets | +44 207 658 2086 | |
Justine Crestois, PR Executive | +44 20 7658 5186 |
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Important information
Marketing material for professional clients only. This document does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroders Capital Semi Liquid (the “Company”). Nothing in this document should be construed as advice and is therefore not a recommendation to buy or sell shares. An investment in the Company entails risks, which are fully described in the prospectus. The Companies qualify as a Société d’Investissement à Capital Variable (“SICAV”) and as an alternative investment fund within the meaning of article 1(39) of the 2013 Law. Subscriptions for shares of the Company can only be made on the basis of its latest Key Information Document (where available) and prospectus together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Europe) S.A.
Schroders Capital
Schroders Capital provides investors with access to a broad range of private market investment opportunities, portfolio building blocks and customised private market strategies. Its team focuses on delivering best-in-class, risk-adjusted returns and executing investments through a combination of direct investment capabilities and broader solutions in all private market asset classes, through comingled funds and customised private market mandates.
The team aims to achieve sustainable returns through a rigorous approach and in alignment with a culture characterised by performance, collaboration and integrity.
With $97.3 billion (£77.0 billion; €90.8 billion)* assets under management, Schroders Capital offers a diversified range of investment strategies, including real estate, private equity, secondaries, venture capital, infrastructure, securitised products and asset-based finance, private debt, insurance-linked securities and BlueOrchard (Impact Specialists).
*Assets under management as at 30 June 2024 (including non-fee earning dry powder and in-house cross holdings)
Schroders plc
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions, with £773.7 billion (€912.6 billion; $978.1 billion) of assets under management at 30 June 2024. As a UK listed FTSE100 company, Schroders has a market capitalisation of circa £6 billion and over 6,000 employees across 38 locations. Established in 1804, Schroders remains true to its roots as a family-founded business. The Schroder family continues to be a significant shareholder, holding approximately 44% of the issued share capital.
Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. The company offers innovative products and solutions through four core business divisions: Public Markets, Solutions, Wealth Management, and Schroders Capital, which focuses on private markets, including private equity, renewable infrastructure investing, private debt & credit alternatives, and real estate.
Schroders aims to provide excellent investment performance to clients through active management. This means directing capital towards resilient businesses with sustainable business models, consistently with the investment goals of its clients. Schroders serves a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
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