Whiteoak Global Series

Enabling Australian access to global specialists

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

Why invest in Global Private Equity?

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.

Why Whiteoak Global Series?

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

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.

Recent Opportunity

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. 

Our team

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.

Head of Distribution

Finance Manager

kelly.randle@whiteoak.com

+61 414 404 701

Compliance Manager

martin.myers@whiteoak.com

+61 423 185 400

Our mission

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”

Andrew Grimes

Head of Distribution

Register your interest