INVESTMENT SUITE
Pearl Wholesale Funds
Access unique opportunities not typically available via conventional investment managers.
Pearl provides investment opportunities that support wealth creation and financial freedom for our investors. Our core objective is to pursue superior absolute returns compared to our benchmarks while seeking to preserve investor capital.
As innovative and connected investment specialists, our clients can access a unique underlying ecosystem of growth-focused investment opportunities, typically off the radar of most Australian-based investment managers.
We may ask you to verify your status as a wholesale or sophisticated investor upon enquiry.
The Pearl Investment Suite
A truly holistic suite of investment options to deliver exceptional client wealth outcomes, practice efficiency, sustainable profit and value.
From bespoke retail SMAs and ETFs, to to specialised/ exclusive wholesale MIS (Founders Fund and High Yield Fund) and highly-innovative Early Stage Venture Capital Limited Partnerships (ESVCLPs), Pearl provides a true full universe of investment options for advice practices to construct bespoke investment portfolios to suit each client, while maintaining scalability.
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An individual portfolio of direct equities with Pearl’s professional investment management
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Providing wholesale investors access to some of the innovative investment strategies and philosophies that sit at the core of the Pearl approach.
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Pearl’s Early Stage Venture Capital Limited Partnership, open to wholesale and sophisticated investors.
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Pearl’s bespoke investment offerings designed specifically to align with the Significant Investor and Premium Investor foreign investment Visa frameworks.
Insights
Pearl’s latest thinking on investing, wealth creation and industry news.
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