Pragmatic Portfolio Allocation

While a diversified exposure to high quality fixed income investments should generate both an attractive yield and capital protection, the Fund will also seek to take advantage of compelling opportunities when the prices of other asset classes fall or have fallen significantly during a deteriorating macroeconomic backdrop and/or a rising interest rate cycle

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Russell Touyz
Access to Proprietary Investments

Through Wentworth Williamson’s association with Monash Private Capital and its broad networks, we have access to proprietary investments, including bespoke business lending opportunities to borrowers with a history of low credit losses

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Russell Touyz
Low Risk of Capital Loss

One of the lessons of the GFC was that ostensibly safe, income producing sectors (such as A-REITs, listed infrastructure and financials) can experience material capital losses during periods of crises, which can take years to recover. In our opinion, a number of popular “Income Funds” today are invested in securities that have “ridden the market” and may be vulnerable to capital losses during an economic downturn. Our strict focus on downside protection means we will cherry-pick only the most attractive opportunities supported by a long history of low credit losses and stable performance during previous market downturns

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Russell Touyz
Stable Annual Income

Our Fund will focus on generating a net income yield of ~ 6% based on the current cash rate. 1 We have identified a seed investment that provides an immediate opportunity to earn an approximately 10% yield by lending to medical professionals via a structured warehouse facility. The loans in the warehouse are primarily for business critical tools of trade and are supported by personal guarantees from borrowers and the security of the underlying asset where applicable

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Russell Touyz