Investment opportunity
Real Asset Portfolio
Exposure to income-producing real assets and infrastructure across multiple jurisdictions, targeting a blend of yield and capital appreciation over a defined holding period. Investment involves risk, including loss of capital.
Key information
- Asset class
- Real assets and infrastructure
- Target / expected return
- Target 8–11% p.a.
- Risk level
- Balanced
- Minimum investment
- $50,000
- Term
- 36 months
- Liquidity
- Limited; secondary transfer subject to approval
- Fees
- Management and performance fees apply; see documentation
- Availability
- Open for subscription
How it works
- 1
Subscribe
Confirm eligibility and commit capital during the open subscription period.
- 2
Deploy
Capital is deployed into the underlying asset pipeline as opportunities complete.
- 3
Hold
Assets are held and managed over the term, with periodic reporting to investors.
- 4
Exit
Proceeds are returned following asset realisation at or before the end of the term.
Risks
Investment involves risk, including the possible loss of capital. Read this section in full before subscribing.
- Capital is at risk and returns are not guaranteed.
- Real assets can be illiquid and difficult to value or sell.
- Development, tenancy and operational risks may affect income.
- Currency movements may affect returns for non-USD investors.
Documents
Documents are released through your client portal once verification is complete.
Product factsheet
PDF · pending publication
Risk disclosure annex
PDF · pending publication
Subscription terms
PDF · pending publication