Strategy Updates
Formerly: Fiera Pan-Asia Private Debt
Strategy Overview
Investment Approach
The strategy’s investment objective is to provide current income and capital preservation primarily through offering short-term senior secured real estate financing to real estate developers or property owners for their construction projects or for the redevelopment of their real estate assets across Australia and New Zealand, but to a smaller degree, may also invest in other regions such as South Korea, Singapore and Hong Kong. The strategy may invest across asset classes such as multi-family, industrial, office, and land.
- The strategy is also available in US dollars with a currency hedged approach.
Key Characteristics
- Compelling Income Generation: Compelling risk/return proposition achieved through short duration, high yielding private loans
- Macroeconomic Expertise: Attractive opportunity set as traditional bank lenders face regulatory pressure that is restricting credit availability in the sector
- Extensive Research and Due Diligence: Robust legal jurisdictions in the target economies help to provide strong downside protection to the underlying loans
- Inflation Protection: Real assets help protect against inflation
- Diversification Benefits: Reduce total portfolio risk due to low correlation to traditional asset classes
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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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