The Fund’s investment philosophy is to source managers who specialise in alternative sub-investment grade, investment grade and private debt markets. A combination of these assets aims to provide investors the opportunity to capture high yield returns with an ethically screened and diversified portfolio.
Fund overview
The Apostle Ethical Global Credit Fund is an actively managed strategy that provides institutional and wholesale investors with access to global credit markets hedged to Australian Dollars.
The Fund aims to invest in public and private alternative high-yield and investment grade fixed-income markets by partnering with specialist investment managers.
The Fund is actively managed at the underlying strategy and asset allocation level to ensure that the portfolio is positioned to preserve capital and generate 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 levels.
Across a number of issuers and sectors, and fixed income asset classes, as well as fixed and floating rate securities.
Overweight historically defensive sectors and fixed income asset classes that have historically provided enhanced capital protection and lower volatility than the broader high yield market.
The Fund applies a responsible investing overlay to ensure that securities with exposure to certain activities as identified by its Ethical Investment policy are not considered for inclusion in the Fund.
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