The Fund aims to outperform (pre fees) the Bloomberg Ausbond Bank Bill Index plus 60 to 100 basis points per annum over rolling three year periods.
Invest with a proven high performer. Targeting 9%+ p.a returns in private debt
Investments in the Fund are pooled with other Unitholders’ deposits and invested in a portfolio of bank deposits, term deposits, government securities and ASX listed floating rate notes or units in managed funds with similar investment restrictions.
The Fund invests in senior secured asset backed loans and seeks to deliver investors a return of 10-12% p.a. with distributions paid monthly.
The Fund invests in a diversified portfolio of liquid, investment grade fixed and floating rate AUD corporate bonds (For Wholesale Investors Only)
The Fund provides Investors with the opportunity to invest in the FHIM approved investment strategies (for Wholesale Investors only)
