OPM Listed Private Equity

OPM Listed Private Equity invests with good risk diversification in international listed private equity firms. Private equity has traditionally been reserved for the big pension funds and has been requiring extremely high minimum investment and long lock up periods. By investing in listed private equity good liquidity and low minimum investments can be offered. Analysis of the current portfolio allocation can be found in the performance report.

The fund is managed through a clear process that combines traditional private equity evaluation and fundamental valuation of shares. The fund is led by Tom Berggren who has a unique network in the industry after over 10 years as the Managing Director at the Swedish Private Equity and Venture Capital Association.

Read more about the investment process and risk management under private equity.

Profile

• Style: Listed private equity with daily liquidity
• Risk profile: A little higher risk than traditional stocks
• Diversification: 20-30 holdings
• Minimum initial investment: 50 000 SEK
• Liquidity: Daily
• Fixed fee: 1.5%
• Performance fee: 10% above 6% pa hurdle
• High Water Mark: Yes

Download

• Performance report OPM Listed Private Equity (swe) »
• Investment Memorandum OPM Listed Private Equity (swe) »