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.
|
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.
Ironbark Advice is the sponsor of the Cornerstone Financial Group Pty Ltd.
Ironbark Advice is comprised of the following wholly owned entities of Ironbark: Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd, trading as Ironbark Advice are authorised representatives and credit representatives of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No. 232706.
Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd trading as Ironbark Advice are authorised representatives and credit representatives of Charter Financial Planning Limited, Australian Financial Services Licence and Australian Credit Licence No. 234665.
GR & LC Thompson Pty Ltd trading as Ironbark Advice, is an authorised representative and credit representative of Hillross Financial Services Limited, Australian Financial Services Licence and Australian Credit Licence No. 232705. LFC Advice Pty Ltd (ABN 19 647 509 466) trading as Ironbark Advice, is a Corporate Authorised Representative of LFC Group Pty Ltd (ABN 35 644 576 965), AFSL 526600.