Apostle Ethical
Global Credit Fund

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

Fund Overview

The Apostle Ethical Global 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 high yielding alternative credit 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 yielding 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

Monthly Factsheet

Q3 Report

Post Advisory Group
Founded in 1992, Post Advisory Group are a value-orientated specialised credit manager focused on high yield, senior loans, CLOs and structured products. Post manages $17.5 Billion in assets.

Kayne Anderson
Founded in 1984, Kayne Anderson Capital Advisors L.P. are a leading alternative investment management firm focused on infrastructure, credit, real estate and private equity, Kayne manages $30 Billion in Assets.

INVESTMENT STRATEGY

The Fund is actively managed at the underlying strategy and asset allocation level to ensure the portfolio is positioned to preserve capital and generate strong returns across a full market cycle. Each strategy included in the Fund has been selected to provide a lever that can be used to adjust the Funds asset allocation to accommodate the underlying economic conditions.

OUR RATINGS

OUR PLATFORMS

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.

Netwealth

Powerwrap

Hub 24

BT Panorama

APOSTLE’S PHILOSPHY

Companies are negatively screened for direct revenue exposure to:

Fossil Fuel Production
Weapons and Armaments Production
Gambling
Alcohol Production
Tobacco 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)

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 Global Credit Fund is a wholesale Fund

Apostle Funds Management Ltd ABN 16 129 922 612, Level 14, 50 Pitt Street, Sydney NSW 2000, operates this website and is authorised to provide financial services to wholesale clients only. The information, products and services described in this website is not available for use by any person who is a retail client within the meaning of section 761G of the Corporations Act 2001 (Cth). The information comprises general information about products and services provided by Apostle Funds Management and does not take into account your personal objectives, financial situation or needs. Where the information constitutes a statement about past performance of any financial product or investment return generated by Apostle Funds Management, that statement is in no way to be interpreted as indicative of future performance. The information does not constitute advice or a recommendation to invest in Apostle Funds Management’s products or services. The information is not an offer to enter into a legally binding contract and does not form part of the terms and conditions for any such products or services. Before acting on the information, you should consider the appropriateness of the information and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making an investment decision (including a decision about whether to acquire or continue to hold) about a financial product. By clicking "Continue" below, you confirm that:- You are a wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth); and - You accept that you will read and abide by the Terms of Use of this website.

Return

Continue