Investor Overview
Diversified Income Fund
A specialist income strategy focusing on credit and asset-backed markets in Australia, leveraging Sturt Capital’s deep expertise in these markets—available to wholesale investors only.
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 borrower requirements whilst prioritising capital preservation by incorporating appropriate credit enhancement.
Exceptional track record
8+ years of delivering attractive & consistent cash returns
Diversified Portfolio
Diverse portfolio of assets to preserve capital and maximize risk adjusted returns
Investor Alignment & Transparency
Highly aligned and incentivised team that invests alongside clients. We are transparent, diligent and independent in our approach
Trusted & Experienced Team
Market leading team with deep fixed income, credit & portfolio management expertise
Fund Performance
Annualised Fund Performance to June 2025
Distribution Yield Since Inception
Theoretical Total Return of a $100,000 Investment From Inception
Key Fund Details
| Portfolio Managers | Tony Stocks Justin Matthews |
|---|---|
| Inception Date | May 2017 |
| Recommended Investment Time Frame | 2-3 years |
| Investor Type | Wholesale only |
| Application Frequency | Twice monthly |
| Minimum Application | $25,000 |
| Reinvestment Options | Quarterly |
| Distributions | Quarterly |
| Management Fee | 1% p.a |
| Performance Fee | 20% / 6% |
Forms and Documents
Request Investment Memorandum
Fund Rating
Platforms
Invest in the fund today.
Apply now or contact us for more information.