Schroders Capital, the private markets arm of global investment firm Schroders Group, has achieved a significant milestone with its Global Private Equity Semi-Liquid Fund surpassing $2 billion in assets under management for the first time.
The milestone reflects growing interest among institutional and wealth investors in small and mid-sized private equity opportunities.
Launched five years ago, the fund has positioned itself as an option for investors seeking the benefits of private equity while leveraging the flexibility of an evergreen fund structure. Its focus includes buyouts of small and medium-sized companies in Western economies and high-growth opportunities in Asia. The fund is designed to be well-diversified across regions, sectors, and investment vintages, offering resilience against market cycles affecting specific industries.
According to Schroders Capital’s private equity team, small and mid-sized private equity funds have historically outperformed larger funds, delivering more consistent returns over time. This segment also constitutes the majority of private equity opportunities, making it an attractive focus for investors seeking robust performance and diversification.
The fund was Schroders Capital’s first foray into semi-liquid investment vehicles, a relatively new approach to accessing private markets. Over the years, the company has expanded its semi-liquid range to include venture capital, infrastructure, and real estate. These innovations align with Schroders Capital’s commitment to broadening access to private markets for both institutional and wealth clients globally.
To enhance accessibility for UK investors, Schroders Capital recently launched the Schroders Capital Global Private Equity Long Term Asset Fund (LTAF). This UK-authorized feeder fund allows local investors to participate in the established Global Private Equity strategy within a regulated framework.
Benjamin Alt, Head of Global Private Equity Portfolios and Portfolio Manager of the fund, emphasized the significance of the milestone and the fund’s unique positioning.
“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-market. 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,” Alt said.
As more investors turn to private equity for higher returns and diversification, Schroders Capital’s expertise in structuring innovative financial products is helping meet the demand for accessible and high-performing investment opportunities.
The $2 billion achievement underscores the growing appetite for semi-liquid private equity funds, as Schroders Capital continues to lead in democratizing private market investments.
