Investment Strategies

Tailored credit strategies for institutional investors

The Fixed Income team manages funds and investment mandates across multiple underlying investment strategies for institutional clients. Tailored mandates can be structured comprising one or more of the following strategies:

Public Credit Strategies

  • Short term cash management
  • Liquid corporate credit
  • Asset backed securities

Private Credit Strategies

  • Secured corporate loans
  • Secured real estate lending
  • Secured asset backed lending

CIPAM Credit Income Fund

The CIPAM Credit Income Fund (the Fund) maintains an investment grade credit risk profile, lending to a diverse mix of private and public borrowers. The Fund aims to provide clients with capital stability and income on a regular basis accompanied by lower levels of volatility than traditional fixed income strategies. As a leader across multiple private lending markets since 2005, the Fixed Income team is able to unlock opportunities normally only available to banks and a small number of large and specialised institutions.

The Fund is available to institutional and wholesale clients (as defined in the Corporations Act 2001) only.

Investment return objective

The Fund aims to achieve superior absolute returns over the medium to long term whilst offering capital
stability and a steady income stream.

Who is the Fund suitable for?

The Fund is suited to institutional and wholesale investors who:

  • Require an investment with consistent levels of income
  • Understand and are willing to accept a higher level of liquidity risk in order to generate higher returns than daily liquid fixed income products
  • Have an investment horizon greater than 3 years

How to Invest

This Fund is only available to wholesale investors (as defined by the Corporations Act 2001). Please contact Fidante Client Services on +61 13 51 53 if you are a wholesale investor and wish to invest in the Fund.

To request a copy of the Product Disclosure Statement, please contact us.

Fidante Partners Limited ABN 94 002 835 592, AFSL 234668 is the responsible entity and issuer of interests in CIPAM Credit Income Fund (the Fund). Challenger Investment Partners Limited ABN 29 092 382 842, AFSL 234678 (CIP Asset Management, CIPAM) is the investment manager of the Fund.


CIPAM Multi-Sector Private Lending Fund

The CIPAM Multi-Sector Private Lending Fund (the Fund) is a floating rate multi-sector credit strategy focused on private lending opportunities primarily in Australia and New Zealand.

The Fund aims to generate a consistent, high level of income by harvesting the illiquidity premium that exists between the public and private lending markets. By keeping spread duration low and focusing on floating rate loans, the Fund aims to have a low correlation to interest rates and broader equity markets.

The Fund has a minimum initial investment amount of  >$10 million and is available to institutional and wholesale clients (as defined in the Corporations Act 2001) only.

Investment return objective

The Fund aims to achieve a superior return of Bloomberg AusBond Bank Bill Index +5% (after fees).

Who is the Fund suitable for?

The Fund is suited to institutional and wholesale investors who:

  • Are happy to invest for at least three to five years
  • Seek an attractive, risk-adjusted high yield
  • Are prepared to invest in primarily non-investment grade private market securities
  • Are willing to trade off / forego some liquidity in exchange for increased returns

 How to Invest

The Fund is only available to institutional and wholesale investors (as defined by the Corporations Act 2001). Please contact Fidante Client Services on 13 51 53 if you are a wholesale investor and wish to invest in the Fund. Please contact us if you are an Institutional investor and wish to invest in the Fund.

Fidante Partners Limited ABN 94 002 835 592, AFSL 234668 is the responsible entity and issuer of interests in CIPAM Multi-Sector Private Lending Fund (the Fund). Challenger Investment Partners Limited ABN 29 092 382 842, AFSL 234678 (CIP Asset Management, CIPAM) is the investment manager of the Fund.