Drummond Private Markets SMA

An actively managed, semi-liquid managed account for private markets.

This SMA for wholesale investors creates a simple solution for advisors wishing to enhance their offering to high-net-worth clients by diversifying away from listed securities.

We understand that high net worth investors have the capacity to complement existing core liquid investments with satellite opportunities that have the potential to enhance overall portfolio returns and reduce volatility over time.

In conjunction with our industry partners, we have innovated a semi-liquid managed account structure to make private markets accessible for Australian investors.

The Drummond Private Markets SMA provides access to some of the world’s leading private market opportunities backed by Drummond’s institutional research and reporting capabilities.

Asset Class Overview

Real Assets

Real assets are attractive for their income and capital growth potential

Private Debt

With a strong regulatory tailwind, private debt offers regular income and reduced volatility

Private Equity

Private equity can produce superior risk-adjusted returns

The private market sma asset class allocations will change over time, however below we provide typical asset class allocations as well as typical liquidity profile of the portfolio

Typical Asset Allocation Split by Type

Typical Underlying Fund Liquidity

Performance

Drummond Private Markets Portfolio

A concentrated, semi-liquid portfolio (underlying investment managers offer at least quarterly liquidity), wholesale investors should consider this to be a long-term investment with a time horizon in excess of 5 years. The investment objective is to exceed the RBA cash rate +4% p.a. over this long-term horizon

The Portfolio will have exposure to investment managers investing across predominantly three broad asset classes: Private Equity, Private Debt and Real Assets.

Performance (Since Inception)

DPM

CPI+4%

Risk Reward (Since Inception)

DPM