Fortlake real income fund
WebThe Fund will predominantly gain its exposures through debt instruments, ranging from senior secured instruments through to a range of mezzanine or second mortgage structures tailored across security arrangements. ... Fortlake Real-Higher Income AUD 7.5% 03 Fortlake Real-Income AUD 7.3% 04 La Trobe Australian Credit Sel Invmt Acc ... WebFortlake Asset Management is an experienced fixed income manager offering institutional capabilities in a boutique structure, with a focus on generating returns above inflation.
Fortlake real income fund
Did you know?
WebJan 19, 2024 · It has four funds, two of which are for retail investors – The Fortlake Real Income Fund and the Fortlake Real Higher Income Fund. Both funds seek to protect investors against inflation risk and use various derivatives to achieve results. WebFortlake Real-Income Fund (Managed Fund) RETAIL OFFER Return objective: Targets a return of 2.5%-3.5% above the prevailing RBA cash rate The fund exploits a variety of …
WebNov 9, 2024 · The four funds are: Fortlake Real-Income Fund (for retail investors targeting 3% over RBA cash rate), Fortlake Real-Higher Income Fund (for retail investors targeting 5% over RBA cash rate), Fortlake Real Opportunities Fund (wholesale investors, absolute return) and Fortlake Sigma Opportunities Fund (wholesale, targeting 8-11% above the … WebThe Realm High Income Fund (Fund) targets an after fees total return of 3.00% over the RBA Cash rate through the market cycle, while seeking to preserve capital. Investment Strategy The Fund provides access to a diversified, actively managed fixed income portfolio that invests in cash and domestic issued fixed interest securities.
WebThe Fortlake Real Income Fund (FRIF) aims to deliver consistent returns over market cycles, targeting 2.5% above the RBA Overnight Cash Rate (OCR) before fees and … WebReal-Income Fund Fortlake Real-Income Fund Offer Type: Retail Offer Name Fortlake Real-Income Fund Asset Class Short Term Fixed Income Target Returns Targets a …
WebLivewire markets - Fortlake Real-Higher Income Fund - Manager Q&A, Research, Performance & Fees. Get detailed research for Australia's leading managed funds. Livewire has acquired Market Index, the country’s leader in free stock market data.
glopore im services pvt ltdWebNov 8, 2024 · Fortlake Asset Management is based in Sydney and will start life with two fixed income strategies – real income and absolute return – and retail and wholesale funds for both. bohn dvt0031WebFortlake Real-Income Fund 27.8595 AUD Add To Watchlist Market Closed As of 03/17/2024 EDT bohn doe compliant bel0095as6amab0400WebJun 22, 2024 · Bonds and other fixed-income investments usually come with high minimum investment amounts and long lock-up periods. Initially, the investments will be invested in Fortlake’s Real-Income Fund, made up of A-grade corporate and government bonds and mortgage-backed securities. bohn dry coolerWebSep 26, 2024 · The Fortlake Real-Higher Income Fund’s key benefits include the following: • The Investment Manager is highly specialised, with deep knowledge and experience in fixed interest investments; • Investors have access to Fortlake’s investment methodology which is designed to produce returns and protect investors against inflation risk; • … bohn dishwasherWebPerformance charts for Fortlake Real-Income Fund (FRIF123) including intraday, historical and comparison charts, technical analysis and trend lines. bohn distributorsWebKylie-Anne Richards is the Deputy Chief Investment Officer and leads the implementation of responsible investment practices at Fortlake. Kylie-Anne is also a member of the Fortlake Asset Management Board. Kylie-Anne has extensive domestic and overseas industry experience, having worked at Macquarie Group in Hong Kong as … glop linear programming