Considering private markets in your portfolio
Now everyday investors can discover opportunities once reserved for institutions.
Talk to your adviserA new way to think about investing
Private markets are investments not traded on public stock exchanges. Instead, they are privately owned assets in areas such as private equity, private credit, private real estate, private infrastructure, and commodities.
Private markets aren’t one single thing — they’re made up of different types of assets.
Private Equity
Ownership shares in private companies – some before they go public, and others that stay private - to capture growth opportunities.
Private Credit
Loans provided directly to businesses, typically earning regular income in return.
Real Assets
Tangible assets like property, infrastructure, and commodities that can provide income and diversification.
Why they matter for your portfolio
Wider range of opportunities
There are many more private companies than publicly listed companies.
Access early growth potential
Companies can grow fast before listing, with many staying private longer or never listing.
Smoother ride
Private markets don’t always move with public markets, helping to steady volatility in your portfolio.
Reward for patience
While not guaranteed, there is the potential for higher returns as compensation for holding less liquid assets.
Important considerations
Private markets can be a valuable addition to portfolios, but they aren’t suitable for everyone.
- Money is harder to access quickly
- Investments priced less frequently
- Longer commitments (often 10+ years)
- Higher costs than traditional investments
- Valuations are based on estimates, which may not turn out to be correct
Access made simple
Until recently, private markets opportunities were out of reach for most investors Today, solutions like the Cornerstone Private Markets Managed Portfolio make them accessible to advised retail investors from as little as $25,000.
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Work with your adviser
Everyone’s situation is different. Your adviser can help you decide if an allocation to private markets is appropriate, and if so, how much to include.
Cornerstone Financial Group Pty Ltd is a wholly owned subsidiary of Invest Blue Pty Ltd (ABN 91 100 874 744) which is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
This website contains factual information only about the Cornerstone and Russell Investments Managed Portfolios. The information provided is not intended to imply any recommendation or opinion about a financial product. This website has not been prepared having regard to any retail investor’s objectives, financial situation or needs. Before making an investment decision, an investor should also consider the latest disclosure document in respect of the Managed Portfolio (‘‘Disclosure Document’’) and / or seek financial advice in deciding whether to make or continue to hold, an investment in the Managed Portfolio. The Disclosure Document can be obtained by contacting a financial adviser or the platform operator(s) offering the Managed Portfolio.
Russell Investment Management Ltd ABN 53 068 338 974, AFS Licence 247185 (RIM) is the investment consultant to Invest Blue Pty Ltd for the Cornerstone Retirement Solution and Cornerstone Managed Portfolios. RIM is also the investment adviser to the issuers of the Cornerstone Managed Portfolios.