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Sagard Private Equity Strategies Fund
Sagard Private Equity Strategies Fund
Your private equity solution
Institutional-calibre private equity for Canadian accredited investors
The Sagard Private Equity Strategies Fund offers Canadian accredited investors user-friendly access to institutional-calibre private equity. The Fund will invest in a broadly diversified portfolio of secondaries, co-investments, and primaries, with a focus on the small and middle-markets. Initially, the fund is expected to generate an indicative long-term annual net return of 14-18%1.
Why invest in private equity?
Investing in private equity provides access to a larger universe of investment opportunities that are not available in the public markets, allows for greater portfolio diversification, and can also offer attractive returns.
Contact UsExplore the potential of private equity
The Sagard Private Equity Strategies Fund offers a number of attractive features
Indicative long-term annual net return of 14-18%1
Convenient evergreen vehicle with monthly subscriptions & quarterly liquidity
Fully funded vehicle to eliminate the complexity of capital calls
Eligible for registered plans like RRSPs, TFSAs, RESPs, etc.
Diversified exposure to private equity strategies
Access to premier managers and co-investment opportunities
Portfolio Construction3
- Secondaries (40-70%): We target mature LP portfolios and select assets alongside high-quality GPs, with a focus on underserved and inefficient areas of the market.
- Co-Investments (20-40%): We selectively source deals from top-performing manager relationships, with a focus on small/mid-market companies in North America and Western Europe.
- Primaries (0-15%): We selectively invest with premier growth equity and small/mid-market buyout managers where we have strong relationships.
- Liquidity Sleeve (5-20%): We invest in liquid securities that contribute to overall fund returns.
FAQs
The Sagard Private Equity Strategies Fund (“the Fund”) offers Canadian accredited investors access to institutional-quality private equity investments. It targets an indicative long-term annual net return of 14-18% and invests across a diversified portfolio of secondaries, primaries, and co-investments, with a focus on the small and middle markets in North America and Western Europe1. The Fund lauched in January 2025 and is structured as an evergreen vehicle with monthly subscriptions and quarterly liquidity.
Private equity has historically outperformed public equity and offers stronger return potential than other private asset classes like real estate, private credit, and infrastructure. Investing in private equity provides access to a larger universe of investment opportunities that are not available in the public markets, allows for greater portfolio diversification, and can also generate higher returns due to the ability to effect significant operational improvements within portfolio companies.
The Fund will tap into the investment team’s extensive experience and access to target market segments that offer opportunities to generate outsized returns. Sagard employs a three-pronged approach.
Secondaries (40-70%): We target mature LP portfolios and trophy assets alongside high-quality General Partners (GPs), with a focus on underserved and inefficient areas of the market3.
Co-investments (20-40%): We selectively source deals from top-performing manager relationships, with a focus on small/mid-market companies3.
Primaries (0-15%): We selectively invest with premier growth equity and small/mid-market buyout managers where Sagard has strong existing relationships3.
Sagard is a global multi-strategy alternative asset manager with over US$27 billion of assets under management (AUM), including US$4 billion from institutional investors like pension funds. Sagard has a long and established track record in private equity, with its investment team having worked together in the space for over two decades, committing US$30B+ to the asset class4. The team possesses private equity investment capabilities across primaries, co-investments, and secondaries, with over 400 fund commitments, 180+ deals executed, and 175+ GP relationships.
While past performance is not a guarantee of future results, the team managing the Fund has outperformed its peers over the long term. The Fund’s team has demonstrated consistent, meaningful outperformance relative to the Cambridge benchmark over multiple time periods. This outperformance is driven by their deep expertise, proven access, and vast network5.
The Fund is structured as a convenient, fully-funded evergreen vehicle with monthly subscriptions and quarterly liquidity. It is eligible for registered plans like RRSPs, TFSAs, RESPs, and more.
Investors subscribing by June 1, 2025 will benefit from a 30 basis point discount on management fees for Series X Units, and the ability to participate in a potential mark-up of the initial portfolio.
The minimum investment is C$25,000 initially, with subsequent investments at C$500; the same minimums apply to USD units.
Footnotes
- The Fund’s investment objectives and target return are not guaranteed.
- Public company count is from the World Federation of Exchanges database as of June 2024.
- There is no guarantee the allocation projections discussed will be achieved and are for illustrative purposes only.
- The investment team is composed of members of Performance Equity Management, LLC (“PEM”), the portfolio manager of the Fund, and the investment capabilities and track record are that of PEM.
- Refers to the 5-, 10-, and 15-year point-to-point performance of 2005-2023 vintage years for the PEM SMA Current Strategy (Global Venture and Primary funds & Co-Investments of Growth Equity / Small & Mid Market Buyouts). The benchmark referenced herein is the Cambridge Associates Benchmark of Small Cap Buyout, Mid Cap Buyout, Growth Equity, and Venture Capital; all geographies; Vintage Years 2005-2023.
Disclaimers
Statements are based on the subjective views and opinions of Sagard and cannot be independently verified. There can be no assurance any returns or yields are achieved or that financial exchange risk is minimized. There can be no assurance any distributions are made to investors. Target returns are hypothetical and do not reflect actual returns to any Sagard client or investors. There can be no assurance that any target returns are achieved. Actual returns may be materially lower. There can be no assurance an investor can redeem from the Sagard Private Equity Strategies Fund. Please refer to the fund’s organizational and offering documents for additional details. Targeted investment characteristics may not be indicative of future investment characteristics and there can be no assurance that the Fund will have comparable investment characteristics or that target investment characteristics will be achieved. Like all investments, an investment in the funds advised by Sagard involves significant risks, including loss of the entire investment. Investment products such as the funds advised by Sagard are designed only for sophisticated investors who are able to sustain the loss of their investment. Accordingly, such investment products are not suitable for all investors. The funds advised by Sagard are not subject to the same or similar regulatory requirements as mutual funds or other more regulated collective investment vehicles. This page does not constitute or form part of an offer to issue or sell, or of a solicitation of an offer to subscribe or buy any securities, nor does it constitute investment advice or a recommendation. Certain information contained on this page constitutes “forward-looking statements.” Due to various risks and uncertainties, actual events or results or the actual performance of any Sagard investment may differ materially from those reflected or contemplated in such forward-looking statements.
This page is directed only to Canadian residents that are “accredited investors” as defined under section 1.1 of National Instrument 45-106 Prospectus Exemptions and “permitted clients” as defined under section 1.1 of National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations. This page is not, and under no circumstance is to be construed as an offering memorandum, an advertisement or a public offering of any securities described herein in any province or territory of Canada (each, a “Canadian Jurisdiction”). Under no circumstances is this page to be construed as an offer to sell securities or the provision of advice in relation to any securities. Any offer or sale of any securities described on this page will be made pursuant to the definitive private placement documents for the securities, which do not include this page. In addition, any offer or sale of, or advice related to, any securities described on this page will be made only by a dealer or adviser registered or relying on an exemption from registration in the applicable Canadian Jurisdiction. No Canadian securities regulatory authority has reviewed or in any way passed upon the information contained on this page or the merits of any securities described on this page, and any representation to the contrary is an offence.
Hypothetical Performance Disclosure. Certain of the returns shown are for illustrative purposes only and do not represent performance that any investor actually attained. Certain of the assumptions have been made for hypothetical purposes and are unlikely to be realized by any single client. Analysis of the hypothetical performance shown should be viewed as only one of many factors and inputs relevant to forming a general opinion or macro view regarding the return and risk profiles of an existing or proposed portfolio, and should not be considered an indicator of the future performance or risk of any existing or future portfolio, or of any future allocation or rebalancing of an existing portfolio. Risk or return profiles of actual portfolio holdings, and the correlations of actual holdings within a portfolio, may be higher or lower than that shown when in a hypothetical portfolio. No representation or warranty is made as to the reasonableness of the assumed portfolio. Hypothetical returns have many inherent limitations and may not reflect the impact that material economic and market factors may have had on the decision-making process if client funds were actually managed in the manner shown for any single client. Actual performance for any single client may differ substantially from the hypothetical performance presented. Funds or investments that were selected for inclusion may have had better performance than funds or investments that were not selected for inclusion. Had such funds or investments been included, the performance shown would be lower. Changes in the assumptions may have a material impact on the hypothetical returns presented, including losses. Cambridge Benchmarks represent median performance of all funds in each respective vintage year. See endnotes for further detail on benchmarks.
Our Values
Our leadership, partners and team share the same commitment to our culture anchored around core values.
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