The Trust invests in domestic commercial and residential Mortgage Backed Securities (For Wholesale Investors Only)
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Each investment is classified into categories such as Industry, Asset Class, Maturity and Liquidity to allow for quick comparison. We provide you with an overview of the investment, details of the management team, access to relevant documents, as well as investment updates and FAQs.
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Australia’s Corporations Law defines a ‘retail investments’ as a financial product aimed at an investor in need of regulatory protection, whereas a ‘wholesale investment’ is intended for those seeking to access wholesale markets which tend to offer more complex financial products.
Retail investors are sometimes referred to as non-professional investors.
A ‘retail investment’ is covered by consumer protection provisions. A ‘wholesale investment’ is for professional investors or institutions who are considered to be better informed and better able to assess the risks involved, and do not need the same level of consumer protection as retail clients.
Retail investments include managed funds, exchange traded funds (ETFs), securities and bonds. Retail investments typically have lower minimum investment requirements and higher fees than wholesale investments.
Wholesale investments may also include managed funds, but can also provide access to more complex investments such as venture capital, unlisted trusts and private equity. Wholesale investments typically have higher minimum investment requirements, and lower fees than retail investments.
Retail and wholesale investment products are not mutually exclusive, and an investor can potentially hold both types in their portfolio. It should be noted that wholesale opportunities are only available to individuals who meet ASIC’s requirements to be classified as either a sophisticated investor or professional investor.
Sophisticated investors are typically high net worth investors with a verified gross income of $250,000 or more in each of the two previous financial years, or having net assets of at least $2.5 million.
A professional investor either holds a financial services licence, or owns or controls assets of at least $10 million.
The Trust invests in domestic commercial and residential Mortgage Backed Securities (For Wholesale Investors Only)
A high-yield, open ended fund offering monthly distributions, quarterly redemptions and a highly diverse pool of credit loans which are secured by real assets and structural protections. (For Wholesale Investors Only)
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 Fund is a leading private debt strategy with quarterly cash distributions. (Wholesale Investors Only)
The Fund aims to generate competitive returns for Unitholders by investing in a carefully curated portfolio of secured commercial loans.
Providing sophisticated investors monthly income distributions by investing in asset backed securities. (For Wholesale Investors Only)
Enables sophisticated investors access to an attractive fixed income return, which is largely backed by residential first mortgages. (For Wholesale Investors Only)
A highly diversified portfolio of fixed income assets that aims to provide investors with a minimum distribution equal to the RBA Cash Rate plus 3% per annum paid monthly over rolling 3 year periods after payment of distributions.
The Fund provides investors with exposure to a diversified portfolio of global credit investments, hedged into Australian dollars. (Wholesale Investors Only)
The objective of the Trust is to provide a quarterly income stream and seek to outperform the Bloomberg AusBond Bank Bill Index (BAUBIL) plus 1% after fees over a rolling 12 month period.
The iPartners Credit Investment Fund aims to provide investors with a diversified portfolio of high yielding private credit assets including asset backed securities, corporate credit and property debt.
The Spectrum Strategic Income Fund is an actively managed credit fund that invests in a range of debt and hybrid securities with the objective of maximising income whilst preserving capital.
The Mutual Cash Fund offers a diversified portfolio of fixed income credit assets with low correlation to equity markets.
The Fund has an absolute return focus and aims to provide clients with a regular income stream by investing in a diversified portfolio of primarily, investment grade, Australasian fixed income credit assets.