An income investors secret weapon in 2023: Exploring public and private markets

Drawn by appealing yields and the perpetual necessity for portfolio diversification and resilience, investors are gravitating towards this asset class. However, understanding the dichotomy of [...]

April 2023 – Market Commentary

The Fund delivered +0.79% in April, 8.41% over 12 months and 6.53% annualised since inception. Across our three Funds, we participate in numerous transactions where the underlying borrowers [...]

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March 2023 – Market Commentary

The Fund delivered +0.75% in March, 8.09% over 12 months and 6.49% annualised since inception. We are pleased to report the Fund’s portfolio of assets continues to perform strongly, and we [...]

Beyond term deposits

Beyond term deposits – What does a modern fixed income portfolio look like   Term deposits (TD’s) have long played an important role in many portfolios, providing both an income stream [...]

February 2023 – Market Commentary

The Fund delivered +0.67 in February (noting February being a shorter month and therefore returns were marginally softer), 7.76% over 12 months and 6.46% annualised since inception. We are [...]

January 2023 – Market Commentary

The Fund delivered +0.74% in January, 7.45% over 12 months and 6.43% annualised since inception. A key feature of the Manning Monthly Income Fund is its flexibility to move in and out of [...]

December 2022 – Market Commentary

The Fund delivered +0.72% in December, 7.15% over 12 months and 6.40% annualised since inception. There are several Fund features that investors like to discuss, namely the significant number of [...]

November 2022 – Market Commentary

The Fund delivered +0.71% in November, 6.91% over 12 months and 6.37% annualised since inception. Fund investors shall welcome the higher RBA cash rate increasing the Funds targeted return to [...]

October 2022 – Market Commentary

The Fund delivered +0.69% in October, 6.64% over 12 months and 6.33% annualised since inception. We are pleased to report the Fund’s portfolio of assets continues to perform strongly, and [...]

September 2022 – Market Commentary

The Fund delivered +0.61% in September, 6.53% over 12 months, as Fund returns continue to lift alongside a higher RBA cash rate as anticipated. At the same time, key risk measures across the Fund [...]

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