Woodbridge private markets fund now on platforms’ super menus

Private markets specialist, Woodbridge Capital, has expanded retail investors’ access to its investment suite via the superannuation menus on the BT Panorama and Netwealth platforms.
Already available via the platforms’ investment menus, the move intended to further “democratise [the firm’s] private markets offering” and continue its mission to make “private markets more transparent and accessible”, given the recent and widespread surge in investor appetite for the asset class.
Andrew Torrington, co-founder and Managing Director of Woodbridge Capital, cited ‘changing dynamics’ as the reason behind the firm’s move, at the same time as research from Rainmaker Information indicated super funds had increased their allocation to private market assets by 34 per cent in the last two years, totalling $400 billion by June 2024.
“Most private market offerings are structured for institutional investors, which means retail clients have largely missed out on private market access, despite their appetite for what the asset class has to offer,” Torrington said.
“Retail investors and their advisers want access to these opportunities, but they also demand transparency, which we deliver through regular reporting, a clear risk profile, a consistent approach and an independent responsible entity and trustee.
“As we continue to push for greater transparency and access to traditionally opaque private markets, we’re advocating for other private market managers to offer the same frameworks.”
The fund seeks to generate returns of the Reserve Bank of Australia (RBA) cash rate plus five to seven per cent per annum net of fees and expenses, with a 12-month track record of 9.75 percent.








Besides AI has made these "Research Houses" obsolete. Go use Grok or Gemini.
Only took six months
No way would I pay for the rubbish that comes out of so called rating and research houses. Paying someone…
And people wonder why advisers are leaving the industry (or just getting out of providing any form of personal advice…
All I want to know is how much more will the Adviser sector have to pay?