Direct Investments

We target innovative, hard-to-access companies whose growth is underpinned by our investment themes. We source opportunities through our broad network of relationships, including specialist fund managers, fundless sponsors, venture capital managers, industry experts, as well as directly from entrepreneurs. We take either majority or minority stakes.

Unigestion’s Direct funds

• Global mid-market exposure. We build global portfolios with a target of 40% of the capital invested in North America, 40% invested in Europe and 20% invested in Asia Pacific. We apply our local regional knowledge to prioritise which investment themes are most relevant for each region and therefore will ultimately lead to the most compelling opportunities.
• Exciting hard-to-access companies. Utilising our network of over 700 investment partners, we are able to source innovative, founder-led companies which play attractive trends linked to our investment themes.
• Swift capital deployment. By leveraging our relationships, we source 450 to 500 deal opportunities per year of which we execute 10 to 15. This means that we are able to rapidly deploy our funds over two to three years.
• Cost efficient and aligned with our investors. Our management fees and carried interest are lower than a standard buyout fund which leads to higher net returns for our investors.