CIPAM Credit Income Fund

CIPAM Credit Income Fund

About the Fund:

Fixed Income’s flagship fund, the CIPAM Credit Income Fund (the Fund) was launched in December 2017. 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.

Who is the Fund suitable for?

The Fund is suited to 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.

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.

Benchmark:Bloomberg AusBond Bank Bill Index +3% after fees
Minimum investment timeframe:3 years
Management Fee: 0.60%
Minimum Investment:$10,000

For the latest update on buy and sell spreads, please contact us

How to Invest:

To find out more about the CIPAM Credit Income Fund, contact your local Fidante Partners Business Development Manager or call the Fidante Partners Adviser Services Team on 1800 195 853.

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.

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