The Apostle Ethical High Yield Credit Fund

Coming Soon!

“Our Fund aims to generate strong financial returns by investing in alternative fixed income securities via specialist high yield and private credit investment managers”

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

Fund Overview

The Apostle Ethical High Yield Credit Fund aims to generate higher yields than traditional fixed income securities with reduced volatility and with capital preservation at the forefront of our investment decisions. The Fund targets a return of 5-7% net per annum over a rolling 5-year period. 

The fund will invest across a diversified portfolio of alternative fixed income securities by sourcing best of breed managers that specialize in alternative high yield and private debt markets. 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.

 

  • Access to an alternative, diversified high yield credit portfolio
  • An actively managed, all-weather fund that combines fixed rate bonds, floating rate loans and private credit
  • Access to highly experienced specialist alternative fixed income managers
  • Ethically screened
  • Focused on investing in traditionally defensive sectors such as infrastructure credit, multifamily housing and retirement living
  • Quarterly distributions with daily unit pricing
  • Australian dollar hedged

 

  • US High Yield Bonds
  • US Bank Loans
  • Real Estate Debt
  • US Private Credit
  • Green & Sustainable Bonds and Infrastructure

APOSTLES PHILOSPHY

Excluded Investments

All underlying investments must have 0% direct revenue exposure to:

 

  • Fossil Fuel Production
  • Weapons and Armaments Production
  • Gambling
  • Alcohol and Tabaco Production
  • Pornography Production
  • Nuclear Power

Companies are assessed for material involvement with:

 

  • Human Rights Violations – Including modern slavery
  • Unethical Corporate Governance – (treatment of employees, customers, stakeholders & the environment)
  • Animal Cruelty & Testing – (Unless legally required for human medical research)
  • Deforestation – (Native or old-growth logging for non-forestry purposes)

Tackling the world’s largest challenges not only makes ethical sense but also directs investments into real growth opportunities.

Trends

Investing in mega trends – ageing population

Winners

Demographic tailwinds and economy shift from high carbon to low carbon will create huge opportunities.

Losers

Declining sectors, such as high carbon emitters may underperform over the longer term.

Register your Interest

 

Please note The Apostle Ethical High Yield Credit Fund is a wholesale Fund

Investment Team

Steven Spearing

Portfolio Manager, Credit

Joe Unwin

Portfolio Manager

NEWS AND INSIGHTS

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