The Apostle Diversified Global Credit Fund aims to invest across a range of alternative fixed income securities by sourcing best of breed managers that specialise in alternative investment grade, sub-investment grade and private debt markets. The Fund aims to generate higher yields than traditional fixed income securities with greater capital stability.
Fund overview
The Apostle Diversified Global Credit Fund invests in a diversified portfolio of fixed income securities across global markets, with currency exposure hedged back to Australian Dollars.
The Fund seeks to invest in both public and private fixed income securities, including investment grade and sub-investment grade assets. These investments are made through strategic partnerships with specialist investment managers, complemented by the expertise and selection of the Apostle investment team.
The Fund is actively managed at both the asset allocation and strategy levels, ensuring the portfolio is well-positioned to preserve capital and achieve target returns across a full market cycle.
Primary objectives
Key advantages
Active Management
The Fund is actively managed at both the aggregate fund and underlying strategy level.
Across a number of issuers, sectors and fixed income asset classes including fixed and floating rate securities.
Overweight historically defensive sectors and fixed income asset classes that have provided enhanced capital protection and lower volatility than the broader sub-investment grade market.
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Download the factsheet
Note: On 1 October 2024 the Apostle Ethical Global Credit Fund’s name was changed to the Apostle Diversified Global Credit Fund. This Fund name change will be reflected in the October 2024 fact sheet, once issued.
Steven Spearing and Joe Unwin, portfolio managers from Apostle Funds Management provide an overview of the fund manager, their view of the bond markets, and a new ethical high yield credit fund coming to the market next month.
Kayne Anderson Capital Advisors, L.P. multi-family impact fund address housing affordability in the US. Al Rabil dentifies that the fund has a sustainable focus. The projects are built from scratch or renovated using renewable energy infrastructure. Al Rabil addresses, “Solar-geo heating and cooling can dramatically reduce carbon footprint”.
Fiona Manning, Portfolio Manager, discusses our new Fund, Apostle People and Planet Diversified Fund. Fiona gives detail to the ‘win-win’ this Fund provides as it offers ethical solutions whilst also presenting growth opportunities for investors.
Listen in to the full interview to understand how you can make a difference through listed equities
“It’s unique in the marketplace and provides an opportunity for investors to invest in line with their values and target traditional financial returns in a diversified portfolio” – Fiona Manning
Read the full Investor Daily article by Neil Griffiths to further understand how the Apostle People and Planet Diversified Fund will “help tackle the world’s largest challenges”.
Lachlan Maddock from Investor Strategy news interviews our own Karyn West and Fiona Manning. Maddock states ”This Fund has an interesting and unique implication for an industry trying to meet a new wave of demand for sustainable options”.
#strategy #sustainable
