Schroders Capital Global Private Equity Semi-Liquid Fund surpasses $2bn milestone

Schroders Capital, the $97.3 billion private markets business of Schroders Group, has surpassed $2 billion for its Semi-Liquid Global Private Equity fund.

Since its inception five years ago, the fund has garnered significant interest from a diverse range of institutional and wealth investors across the globe seeking to tap into the advantages of small and mid-sized private equity investments, alongside the benefits offered by an evergreen fund structure.

The fund focuses on buyouts of small and medium companies from Western economies and Asian growth opportunities. The fund targets a portfolio that’s well diversified by region, investment vintage and sector resulting in it being less exposed to cycles affecting certain sectors.

Analysis from Schroders Capital’s private equity team shows that small and mid-sized private equity funds have, in fact, outperformed their large counterparts with more robust and persistent returns through time.

Moreover, the small and mid-segment has contributed to the vast majority of opportunities in private equity and indicates why investors are looking to allocate to this attractive segment of the market.

Semi-liquid funds represent a relatively new route to access private markets. Schroders Capital has been at the forefront of innovation in structuring financial products to open up access to private markets for a broader range of investors across the globe. This fund was the first in Schroders Capital’s semi-liquid range which now offers venture capital, infrastructure and real estate to both institutional and wealth clients.

Benjamin Alt, Head of Global Private Equity Portfolios and Portfolio Manager of the Fund at Schroders Capital, said: ​
​“Out of a handful of private equity semi-liquid funds in the market, we are able to offer a fund with a five-year track record and access to the small and mid market¹. There is a clear case for investing in this part of the market and it is important to deliver the benefits of these investments to as many clients as possible. ​
​“Investors are turning to private equity for higher returns and diversification benefits and we’re glad to have the infrastructure and knowledge to create the right solutions for all investor types to be able access these.”

¹ Based on internal analysis

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The fund is available to investors in: Austria, Belgium, Bulgaria, Chile, Cyprus, Czechia, Denmark, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Korea, Liechtenstein, Luxembourg, Malta, the Netherlands, Norway, Portugal, Singapore, Spain, Sweden, Taiwan, and the United Kingdom.

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Marketing material for professional clients only. This document does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroders Capital Semi Liquid (the “Company”). Nothing in this document should be construed as advice and is therefore not a recommendation to buy or sell shares. An investment in the Company entails risks, which are fully described in the prospectus. The Companies qualify as a Société d’Investissement à Capital Variable (“SICAV”) and as an alternative investment fund within the meaning of article 1(39) of the 2013 Law. Subscriptions for shares of the Company can only be made on the basis of its latest Key Information Document (where available) and prospectus together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Europe) S.A.