Arrowpoint Corporate Debt Fund 2
The Fund offers a co-investment opportunity in a diversified portfolio of senior secured corporate loans. (Available for Wholesale Investors Only)
Arrowpoint Corporate Debt Fund 2 offers investors a unique opportunity to participate in a diversified portfolio of Australian and New Zealand senior secured corporate loans.
Leveraging a proven track record and deep industry expertise, the Fund aims to deliver consistent quarterly income exceeding 10% per annum while preserving capital.
With a strict investment mandate and a focus on ESG, the Fund provides investors with exposure to a growing domestic asset class, low correlation to other investments, and the potential for attractive risk-adjusted returns.
Arrowpoint Corporate Debt Fund 2 (Fund 2) offers a co-investment opportunity in a diversified portfolio
of senior secured corporate loans.
Investment objective
Provide consistent quarterly income from a diversified portfolio of senior secured corporate loans.
- Target net investor return >10.0% p.a. with quarterly distributions
- Target fund size $100,000,000+ (overs or unders at Manager’s discretion)
- Target fund term 5 years (from end of Investment Period)
|
Purpose |
Loans for growth, acquisitions, buyouts, liquidity events. |
|
Type |
Senior secured corporate loans with up to 20% allocation to senior syndicated loans. |
|
Geography |
Australian and New Zealand businesses only. |
|
Profile |
EBITDA of $2m+ |
| Size/Tenor | $2m - $30m / 24 – 48 months |
|
Concentration Limit |
No single underlying investment may constitute >15% of the Fund size. |
| Structure & Term of Fund | Closed-ended Australian wholesale unit trust. 5 years from the end of the Investment Period. |
| Closing Date | Targeted first Closing Date: the earlier of 30 September 2024 or once the Target Fund Size is achieved. |
| Distributions | Quarterly in arrears |
| Units on offer |
A Class: Issue price of A$1.00 per Unit B Class: Issue price of A$1.00 per Unit Class A and Class B units will be drawn on proportionally for Underlying Investments. |
A large funding gap exists between what the major banks can provide and demand from corporate borrowers due to increased capital requirements and regulation.
Private Corporate Debt Funds provide investors access to the opportunity this presents.
Portfolio benefits include:
- High yield with regular income payments
- Attractive risk-adjusted returns
- Low correlation to other asset classes
- Capital preservation
- Portfolio diversification
Arrowpoint recognises the importance of ESG impacts on its investment selection and is focused on supporting Australian and New Zealand companies in growing, sustainable sectors.
Strict ESG criteria is followed, which is continually reviewed based on updated market information.
Exclusions
- Tobacco
- Gambling
- Adult entertainment
- Payday / predatory lending
- Armaments
Avoided sectors
- Property development
- Direct mining and energy
- Direct agriculture
- Distressed / turnaround situations
- Early-stage finance
- Lending to lenders
- Project finance
Established in 2021 Arrowpoint Capital is an Australian-based lender dedicated to providing flexible, purpose-driven debt solutions to mid-market companies in Australia and New Zealand.
We are backed by significant shareholders including the Victor Smorgon Group, Sandbar Investments and our Chairman, Stephen Koseff who have collectively committed >$50,000,000 to cornerstone Fund1 and Fund 2.
Michael has over 20 years’ experience across debt and lending markets both in Australia and abroad. Prior to co-founding Arrowpoint in June 2021, Michael spent 14 years (2000-2013) at Investec Bank (Johannesburg and London), primarily focusing on structured debt solutions. Soon after immigrating to Australia in 2014, Michael joined Wingate Group, Melbourne (2014-2021) with his most recent role as a Director of Wingate Corporate Investments. Michael is a Chartered Accountant and CFA Charterholder.
Andrew has over 20 years experience across debt and lending markets in Australia and New Zealand. Before co-founding Arrowpoint, Andrew worked in senior roles at FIIG Securities and Wingate, leading the origination, structuring and execution of many successful private corporate debt investments.
Andrew has also had an extensive banking career originating and structuring opportunities in the corporate lending space, having previously been Head of Structured Banking at HSBC Australia, and worked in senior corporate banking roles at Citigroup and Westpac. Andrew has a Bachelor of Economics from University of Adelaide and an MBA from Melbourne Business School.
Tanya joined Arrowpoint in 2024 with over 20 years experience in financial services distribution roles. Prior to joining Arrowpoint she worked at La Trobe Financial as National Distribution Manager and prior to this, 9 years with Russell Investments, the final two years as Head of Distribution.
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