Whiteoak Global Series is a curated range of differentiated investment strategies from world-class private equity managers.
World’s leading private equity managers
Australian domiciled investment vehicles
Simple & transparent investment process
Leading institutional investors have increased their allocations to global private equity over the last 20 years because this asset class has historically delivered the highest annualised investment returns with low levels of volatility, creating a highly compelling risk-return profile.
The best global private equity managers take advantage of a rich opportunity set in private markets, add strategic and operational capability to portfolio companies and apply a long-term perspective to build value.
Private equity funds have traditionally been excellent portfolio diversifiers, which combine low public market correlation with strong potential for superior investment returns.
Despite the attractive characteristics of the global private equity asset class, Australian family offices, high net worth individuals, wealth managers and smaller institutional investors have typically found it difficult to gain exposure to the best global private equity opportunities. A combination of large minimum investment sizes, global tax complexity, and the challenge of building deep relationships with the right managers have created substantial barriers to access.
Whiteoak Global Series offers sophisticated local investors a suite of carefully selected funds managed by the world’s leading private equity managers. Available via Australian unit trusts, these investments have been specifically designed to simplify the investment experience for Australian investors.
Open For Investment
Closing
April 2024
Whiteoak HIP 2024
Asset class: Private Equity
Geographic focus: North America & Europe
Maturity: ~8 years
Minimum capital commitment: USD 250,000
This Trust will provide access for Australian wholesale investors into a Private Equity fund investing in a diversified portfolio of single asset co-investment opportunities and GP-led secondary deals. The Fund’s manager is headquartered in London and is a specialist in generating attractive private company opportunities within the lower mid-market in North America and Europe.
The Fund is over 30% invested already and Whiteoak Global Series investors have the opportunity to participate in the final close. The portfolio’s early investments are performing well and investors can enter at a material discount to carrying value.
With a strong track record over 20 years, the Private Equity manager has historically delivered attractive investment returns and believes the current opportunity set is compelling.
Closed Deal
Closed
March 2024
Whiteoak PLE 2023
Asset class: Private Equity
Geographic focus: United States
Maturity: ~10 years
Minimum capital commitment: USD 250,000
This Trust will provide access for Australian wholesale investors into the Limited Partnership interest of one of the world’s leading private equity buyout managers.
The manager is a specialist in sourcing high-potential opportunities at attractive prices, unlocking their potential and turning those companies into valuable market leaders.
With an outstanding 25+ year track record, the manager has consistently delivered investment returns in the top decile of global buyout managers. Their team of over 300 professionals working across six offices invests capital on behalf of some of the world’s largest institutional investors.
Closed Deal
Closed
May 2023
Whiteoak VEC 2023
Asset class: Private Equity
Geographic focus: Europe
Maturity: ~10 years
Minimum capital commitment: EUR 250,000
This Trust will provide access for Australian wholesale investors into the Limited Partnership interest of a leading Northern European private equity manager with a focus on technology-enabled growth companies. These target companies are typically profitable, scalable and supported by structural growth tailwinds.The manager has an outstanding and consistent 20-year track record, with a team of over 120 working across six offices. Current investors include many of the world’s leading endowments, foundations, governments and pension funds.
Leading institutional investors have increased their allocations to global private equity over the last 20 years because this asset class has historically delivered the highest annualised investment returns with low levels of volatility, creating a highly compelling risk-return profile.
The best global private equity managers take advantage of a rich opportunity set in private markets, add strategic and operational capability to portfolio companies and apply a long-term perspective to build value.
Private equity funds have traditionally been excellent portfolio diversifiers, which combine low public market correlation with strong potential for superior investment returns.
Despite the attractive characteristics of the global private equity asset class, Australian family offices, high net worth individuals, wealth managers and smaller institutional investors have typically found it difficult to gain exposure to the best global private equity opportunities. A combination of large minimum investment sizes, global tax complexity, and the challenge of building deep relationships with the right managers have created substantial barriers to access.
Whiteoak Global Series offers sophisticated local investors a suite of carefully selected funds managed by the world’s leading private equity managers. Available via Australian unit trusts, these investments have been specifically designed to simplify the investment experience for Australian investors.
The Whiteoak team carefully selects and offers the world’s finest private market investment opportunities. By combining our deep understanding of local investor needs, our global networks, and a rigorous manager selection process, we are ideally positioned to meet the needs of our clients.
Enable Australian high net worth, family office and institutional clients to invest with the world’s leading private market asset managers through Australian-domiciled funds. We combine our deep understanding of the key success factors in private equity with a client-focused understanding of portfolio construction requirements.
“We are passionate about providing sophisticated Australian investors with straightforward access to the best opportunities in international private markets. We build valued long-term relationships with our clients by placing them at the centre of everything we do”
Whiteoak Global Series enables sophisticated Australian high net worth, family office and institutional clients an opportunity to invest with the world’s leading private equity managers through Australian unit trusts
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200 George Street
Sydney
NSW 2000
Olderfleet
477 Collins Street
Melbourne
VIC 3000
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