Private equity fact sheet 2025

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  1. Click ‘Get Form’ to open the private equity fact sheet in the editor.
  2. Begin by filling out the 'Fund Type' section, indicating that it is an unlisted, open-ended unit trust. This sets the foundation for understanding the investment structure.
  3. In the 'Fund Manager' field, enter 'Barwon Investment Partners' to identify who manages the fund. This is crucial for transparency.
  4. Specify the 'Minimum Investment' amount of $100,000 unless otherwise agreed. This informs potential investors of entry requirements.
  5. Complete sections on 'Deal Stage Limits' and 'Geographic Limits', noting that there are no limits but diversification is sought across various stages and regions.
  6. Fill in details regarding 'Fee Structure', including a base fee of 0.65% plus GST and a performance fee of 15% above a hurdle of 12% p.a.
  7. Finally, review all entries for accuracy before saving or sharing your completed fact sheet using our platform's export features.

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The 80-20 rule, also known as the Pareto Principle, states that 80% of all outcomes result from 20% of all causes. In business, this means seeking the most productive inputs that will generate the highest outcomes/returns.
Practical examples of the Pareto principle would be: 80 % of your sales come from 20 % of your clients. 80% of your profits comes from 20 % of your products or services. 80 % of decisions in a meeting are made in 20 % of the time.
Overview: The private equity asset class is subdivided into four sub asset classes. These are venture, growth, buyouts and mezzanine. Each sub asset class involves the use of different financial instruments and involves investing in companies at different stages of their development.
In private equity, approximately 20% of portfolio companies are responsible for around 80% of the value generated. This allows investors to prioritize time and capital toward assessing these critical assets.
A private equity fund is a pool of capital used to invest in private companies that fit within a predetermined investment strategy. The fund is managed by a private equity firm that serves as the General Partner of the fund. By contributing capital, investors become Limited Partners of the fund.

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Productivity. You can use the 80/20 rule to prioritize the tasks that you need to get done during the day. The idea is that out of your entire task list, completing 20% of those tasks will result in 80% of the impact you can create for that day.
Two means 2% of assets under management (AUM), and refers to the annual management fee charged by the hedge fund for managing assets. Twenty refers to the standard performance or incentive fee of 20% of profits made by the fund above a certain predefined benchmark.

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