Investor Overview

Diversified Income Fund

Open For Investment


Target Return

8 – 10% p.a.

APIR Code

SCA5125AU

ISIN

AU60SCA51255

Platforms

Praemium
Powerwrap

Investment Objective

The Diversified Income Fund is a specialist income fund focusing on private credit and asset backed markets in Australia. The Fund’s investment objective is to provide investors an attractive risk-adjusted level of returns of 8 – 10% p.a., whilst prioritising capital preservation.

Investment Strategy

The Fund invests in a diversified, actively managed fixed income and credit portfolio. Key strategic investment classes include Australian RMBS and ABS fixed income securities, credit assets and corporate loans. The highly experienced Sturt Capital team focuses on seeking relative value and navigating complex borrower requirements whilst prioritising capital preservation by incorporating appropriate credit enhancement.

Fund Details

Inception DateMay 2017
Recommended Investment Time Frame2-3 years
Investor TypeWholesale only
Application FrequencyTwice monthly
Minimum Application$25,000
Reinvestment OptionsQuarterly
DistributionsQuarterly
Management Fee1% p.a
Performance Fee20% / 6%

Fund Performance