Direct Lending Opportunities Strategy

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 24-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


Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.