InvestmentMarkets Investor Webinar November 2023
Generating income has always been important for investors, particular retirees. With living costs rising dramatically, certainty of income has rarely been more critical. The risks taken by investors to generate income are commonly misunderstood and credit markets are often overlooked as a source for generating stable income. In this presentation Adam Scully will discuss how investors can access credit markets to enhance diversity in their portfolios as well as producing robust returns and strong income.
The Alexander Credit Opportunities Fund is a weekly priced fixed income credit fund with over 10 years of track record, minimal volatility, a stable unit price, and is the flagship fund of Alexander Funds. Adam Scully joined Alexander Funds in 2019. He has more than 15 years of portfolio management experience, with 10 of those as a senior portfolio manager within the credit markets.
STATUTORY STATEMENT
The issuer of Alexander Credit Income Fund & Alexander Credit Opportunities Fund is Equity Trustees Limited, ABN 77 136 871 924, AFSL 476697. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at https://www.alexanderfunds.com.au/alexander-credit-income-fund & https://www.alexanderfunds.com.au/alexander-credit-opportunities-fundd. Prospective investors should consider the PDS before deciding to acquire the product.
Disclaimer
- • The presentations made during this seminar are for informational and promotional purposes only.
- • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
- • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
- • All securities and financial products involve risks.
- • Past performance of any product is not a reliable indication of future performance.
- • Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
- • InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
- • These presentations were made as at 14-16 Nov, 2023 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.
