Insight white paper: Illiquid Investments, September 2018

Globally, the investor appetite for illiquid assets has increased exponentially with projected increases in interest rates, greater volatility
on the back of geopolitical uncertainty, and changing fiscal policies such as quantitative tightening.

Some investors are looking beyond public markets and the volatility of sharemarkets in particular — therefore they are
looking for a more certain income stream from their investment assets.

We have prepared this White Paper on Illiquid Investments for discussion purposes. Before looking at illiquid investments an investors risk profile and appetite for holding an asset that is illiquid must be appropriate.

Please do not hesitate to contact us on 03 9275 8888, if you wish to discuss this in further detail.