An absolute return fund that seeks to provide investors with a regular income and consistent returns (For Wholesale Investors Only).
Designed for investors seeking predictable outcomes - including above cash rate returns, consistent income and capital stability (For Wholesale Investors Only).
The Mutual Cash Fund offers a diversified portfolio of fixed income credit assets with low correlation to equity markets.
The Fortlake Sigma Opportunities Fund seeks the most compelling risk-adjusted return opportunities within global fixed income markets.
The Fortlake Real-Higher Income Fund provides diversified exposure to a variety of return sources to deliver consistent returns above cash.
The Trilogy Enhanced Income Fund invests in a portfolio of cash, fixed interest & other financial assets, enhanced via investment in the Trilogy Monthly Income Trust. The Fund’s target return benchmark is the Official Cash Rate plus 1.5% p.a.
The Invesco Wholesale Senior Secured Income Fund invests in Senior Secured Loans to around 350 global companies, many household names, diversified across 20 or more sectors.
A 12% Fixed Income Investment Opportunity (For Wholesale Investors Only)
The Fund is an absolute return fund which is focused on emerging resources companies, and targets double digit returns over a 3-5 year investment cycle. (For Wholesale Investors Only)
The Fund aims to provide regular income with quarterly distributions from both diversification and risk management through exposure to a hand-picked selection of primarily corporate and government bonds (For Wholesale Investors Only).
Attractive predictable income. Disciplined real estate investment.
The High Yield Fund offers fixed income credit products otherwise not available to retail investors, targeting capital stable higher yielding assets.
A specialist hybrid credit fund targeting superior risk-adjusted returns. (For Wholesale Investors Only)
The Fund’s current indicative distribution rate is 8.30%p.a., paid monthly, including a bonus 1%p.a. (payable until 30 April 2026) for investments made before 30 June 2025.
Consistent returns aiming for cash + 3.50%.
