Historically, investors seeking to participate in the private equity sector have only had available to them illiquid private equity funds or private partnerships designed for the wealthiest investors and institutions. Vista Research and Management (Vista) has created an alternative solution with the introduction of the Listed Private Equity Plus Fund.
 
The Listed Private Equity Plus Fund  is the first actively managed, open-end mutual fund focused exclusively on publicly listed private equity, venture capital and investment banking companies that are engaged in the private equity sector.

The Fund is comprised of listed securities from stock markets around the globe, and may be the solution for retail investors, retirement plan sponsors and institutional investors that desire exposure to the private equity sector.

A Traditional Mutual Fund Enabling You to Invest Alongside the “New Kings of Capitalism”

At a time when private equity is enjoying record levels of institutional and high net worth investor interest, the mutual fund industry has not addressed investor demand for exposure to private equity ... until now. In the ever-changing world of finance, private equity is fast becoming an important alternative investment asset class with an estimated $1.6 trillion under management (Venture Economics, December 2006)

Investors seeking access to private equity have been restricted to investments with structural impediments such as long lock-up periods, lack of transparency, unlimited leverage, concentrated holdings of illiquid securities and high investment minimums.

The Listed Private Equity Plus Fund provides a liquid portfolio of listed private equity securities.
Listed private equity companies have a moderate correlation to broad equity market indices and may be the catalyst to reduce volatility while possibly increasing the investment returns of a well-diversified portfolio. Listed private equity companies also provide investors the opportunity to participate in an otherwise restricted asset class.

The dynamically changing world of private equity investing requires a dedicated, active portfolio management team that specializes in understanding and monitoring the growing universe of listed private equity companies.