Unlisted Managed Investment Reports

Moelis Australia Fixed Income Fund
Monday, May 20, 2019
Moelis Australia is particularly well placed to identify, pursue, manage and deliver on specific credit investment initiatives capable of delivering attractive through-cycle, risk-adjusted returns with strong downside protection. The Moelis Australia Fixed Income Fund (“the Fund”) is a newly established Australian wholesale unit trust and provides its investors with exposure to a diversified portfolio of credit investments in a unique fund structure.
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Nucleus Wealth Tactical Growth Strategy - Model Portfolio - SMA/IMA - High Growth - Experienced Manager
Monday, May 20, 2019
The ability to generate stock selection returns in a manner consistent with the Investment Manager’s expectations (which are largely derived from quantitative models it utilises) plus the ability to add alpha through TAA (which places a greater emphasis on qualitative assessments) should not only aid total returns but serve to smooth returns as the inherent ability to generate alpha.
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Clime CBG Australian Equities Fund - Australian Equities - 75% Invested in S&P/ASX 200 with the Maximum of 25% Invested outside the Top 200.
Monday, April 15, 2019
The Fund will continue to benefit from an enlarged and experienced investment team, that is not only well resourced across the market cap spectrum but also from a top-down macro and investment strategy perspective
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L1 Capital International Fund (APIR: ETL1954AU) - High-Conviction Portfolio of Global Equities Investments -
Monday, April 15, 2019
While the investment team is recently formed, the individual team members all have highly relevant prior experience in managing concentrated, high conviction global equities mandates and based on investment processes that are consistent with the Fund. The portfolio is based on a fundamental bottom up investment process that places a strong emphasis on high quality companies.
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Moelis Australia Secured Loan Series - Monthly Distributions - Target Yield 7% - 8% - Secured Commercial Loans
Tuesday, March 19, 2019
The Moelis Australia Secured Loan Series (“the Fund”) was established in April 2018 and provides investors with a diversified exposure to a portfolio of commercial loans secured by a first lien mortgage on Australian real property.
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