Federation Alternative Investments II (or, F2) is Federation’s flagship product for retail and wholesale investors provides access to investment grade opportunities otherwise reserved for Federation’s institutional clients.
Compared to listed equities, private equity provides long-term focused investors with:
- Superior returns
- Lower volatility
- Greater number of opportunities
Federation Alternative Investments II is designed to provide retail and wholesale investors with:
- Access to a diversified portfolio of private equity investments; plus
- The benefit of monthly liquidity via redemptions
F2 leverages the Federation team’s expertise across:
an ageing population
Financials and fintech
Summary and objectives
Federation Alternative Investments II, or F2, offers wholesale and retail investors in Australia and New Zealand the following features:
Capital growth over the medium to long-term
ESG-friendly investments Federation is strong at investing in healthcare, technology, financials, sustainable infrastructure, social real estate and other sectors
subscriptions and pricing
F2 is non-correlated with listed markets. This offers investors diversification from listed shares, with the continued benefit of monthly liquidity
F2 is platform admissible for IDPS and super
Ratings and research
Federation team members have achieved an annualised return of 22.7% on over $4 billion of realised investments since 2011, akin to trebling investors’ capital every 5 years.
Federation is an accomplished investor in bull and bear markets. Private equity investment offers access to companies that are diverse in stage of maturity and size, where this access to growth and transformational transactions across the company lifecycle can improve investor returns and provide for diversification benefits.
Our unit pricing is calculated monthly and our most recent pricing is in the table to the right.
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