Utilizing BMY Group’s excellent expertise and experience in investment analysis and management and its wide network within the Australian investment industry to gain access to primary capital market deals, we offer a range of managed funds to whole-sale and sophisticated investors.
bmyg australia ipo opportunities fund (IPO/Pre-IPO Fund)
The IPO / Pre-IPO fund primarily invests in Pre-IPO, IPO and secondary market placement opportunities to deliver capital growth and some income return as well. It is a close-end, wholesale only fund with multiple Tranches, focusing on short-term to medium investment opportunities with a reasonable risk tolerance.
The team does comprehensive qualitative and quantitative analysis and due diligence on the investment targets. In the past, the fund has focused more on small- to medium-cap companies with high growth potential to deliver capital growth. But it does invest into undervalued large-cap companies as well.
To capitalize on the deep relationships built up through its wealth management and corporate advisory business within the local Australian investment community, BMYG also manages various funds investing into unlisted private companies and projects.
These funds are typically wholesale investors only, with a longer investment horizon and higher risk tolerance to target higher capital return. Investees range from later stage VC to Pre-IPO round, mostly with significant technological innovation and Chinese market potential. Some of these funds utilize tax incentives provided by the Australian government when applicable.
BMYG INCOME FUND
The BMYG Income Fund offers investors an opportunity to gain exposure to a pool of fixed income financial products. The Investment Manager will seek to source investments which deliver an acceptable target rate of return for the risk exposure to investors.
bmyg australian property Credit Fund (credit fund)
The credit fund invests into secured debt financing for high yield income returns while the principles are secured by hard assets, often through relatively low LVR properties. It is taking advantage of the relatively undeveloped Australian debt financing market and the lack of funding due to the recent trend of major banks tightening their lending for regulation purposes to provide great yield return to the investors.
IPO / pre-ipo fund Portfolio
The BMYG Australia IPO Opportunities Fund, BMYG Australia Private Equity Strategy Fund, BMYG Income Fund and BMYG Australian Property Credit Fund (Funds) are unregistered managed investment schemes in the form of the Australian unit trusts. The Funds are only available to investors that are wholesale clients as defined in s761G of the Corporations Act 2001 (Cth) (Act).
BMY Group Pty Ltd (BMYG) is the Investment Manager of the Funds. BMYG is a Corporate Authorised Representative (No. 001275633) of BMYG Capital Pty Ltd (BMYG Capital) AFSL 505332. Vasco Investment Managers Limited (Vasco) is the Trustee of the BMYG Australia IPO Opportunities Fund, BMYG Income Fund and BMYG Australian Property Credit Fund and the issuer of the relevant Information Memorandums. BMYG Capital is the Trustee of the BMYG Australia Private Equity Strategy Fund and the issuer of the Information Memorandum for that Fund.
This website contains information about the potential issue of interests in the Funds, but it is not intended to be used by any other persons in any other jurisdiction if and to the extent that to do so would be in breach of Australian laws, or the laws of any foreign jurisdiction This website contains general information only and is not intended to provide any person with financial advice. It does not take into account any person's (or class of persons) investment objectives, financial situation or particular needs, and should not be used as the basis for making an investment in the Fund. Neither BMYG, BMYG Capital nor Vasco makes any representation as to the accuracy, completeness, relevance or suitability of the information, conclusions, recommendations or opinions contained on this website (including, but not limited to any forecasts made). No liability is accepted by any of these entities or their respective directors, officers, employees, agents or advisors for any such information, conclusions, recommendations or opinions to the fullest extent possible under applicable laws.
This website may contain forward-looking statements regarding our intent, belief or current expectations with respect to market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. BMYG does not undertake any obligation to revise any forward-looking statements to reflect events and circumstances after the date of this publication.
Neither BMYG, BMYG Capital nor Vasco guarantees the repayment of capital, the performance of any investment or the rate of return for the Fund. Past performance is not necessarily indicative of future performance.