Strategy Overview
Investment approach
The investment objective of this strategy is to provide a cash yield and stable returns through income generation.
To attain this objective, the strategy invests in private loans in Australia and New Zealand. The target loans generally have a 12 to 36-month term and are backed predominantly by real assets.
Key Characteristics
- Sector: Private loans secured by real property
- Geography: Australia and New Zealand
- Currency: Predominately hedged to the USD
- Legal Jurisdiction: Robust legal jurisdictions in target economies provide strong downside protection to the underlying loans
Highlights
- Net Performance Objective 1
- 8-10%
- Target Cash Yield 1
- 6.0%
- Commitments
- Monthly
- Liquidity
- Quarterly
- Hedging
- Hedged to USD
1) Please refer to Important Notes to Hypothetical Information section for further information on target performance and investment returns. Performance and distribution targets are not guaranteed.
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Important Disclosures
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Past performance is not a guarantee of future results. Inherent in any investment is the potential for loss. Target returns are aspirational, forward-looking and do not represent actual performance. There is no guarantee that such performance will be achieved, and actual results may vary substantially. Metrics (e.g., exposures, ratios, characteristics) are for reference only and may not capture all relevant factors. Different metrics may lead to materially different conclusions; Any specific holdings mentioned are for illustration only, and may not represent the full portfolio, past holdings, or future positions. Indices are unmanaged, not investable, and do not reflect fees or expenses. Index comparisons are provided for context and portfolio holdings may differ significantly from those of any index; All investment strategies involve risks, including market, economic, financial, operational, liquidity, valuation, and regulatory risks. Certain strategies may use leverage, derivatives, or concentrated exposures, which can increase volatility and risk of loss; No strategy, diversification approach, or risk management technique can eliminate risk, or guarantee returns in all market environments; Investors should review relevant governing documents and consult their own advisers before making investment decisions.
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