Why invest in the Fund?

The Fund provides cost-effective exposure to a diversified pool of Australian fixed income assets originated by selected counterparties.

Our firmly held belief is that there is significant opportunity in the expanding yet complex Australian fixed income market for investors to benefit from, but doing this properly takes time, resources and experience.

We aim to assist investors in navigating through its complexity and gain access to a diversified asset pool which we believe offers attractive risk-adjusted returns by providing the opportunity to invest in the Fund.

The Fund targets a net return of RBA cash rate plus 5% per annum over rolling 5 years (net of fees, excluding tax) and limiting the risk of a negative return over this time period.

Investors should read the Information Memorandum and seek professional advice prior to taking a decision to invest.