Our Research

Fixed Income

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February 11, 2020
Unlisted Managed Investment

Moelis Australia Secured Loan Series – Class A and Class B

The Manager is targeting a distribution yield of 6.0% p.a. net of fees for Class A and 10.0% p.a. net of fees for Class B....
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February 11, 2020
Listed Managed Investment

NB Global Corporate Income Trust (ASX Code: NBI) –

IIR maintains its “RECOMMENDED PLUS” rating to the NB Global Corporate Income Trust. ...
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February 11, 2020
Unlisted Managed Investment

Moelis Australia Private Credit Fund –

The Manager has a very proactive approach to structuring and managing its credits. It facilitates this by being either the sole-lender or, in the case of syndicated corporate loans, being the lead or co-lead lender....
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November 11, 2019
Listed Managed Investment

KKR Credit Income Trust – 7 Year Track Record – A Weighted Average All-in-Yield of 8.5% – Listing Late November

The Trust provides exposure to two underlying credit investment strategies, specifically a long-term target portfolio allocation of 50-60% to the Global Credit Opportunities Fund (‘GCOF’) and a long-term target allocation of 40-50% to the .........
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November 11, 2019
Listed Managed Investment

Qualitas Real Estate Income Fund (ASX code: QRI) – Entitlement Offer Overview & Update

The Manager announced a 1 for 1 pro-rata non-renounceable entitlement offer to existing unitholders. The Manager is seeking to raise up to a maximum $266m at an offer price of $1.60 through a maximum issue of 166m new units....
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May 20, 2019
Listed Managed Investment

NB Global Corporate Income Trust (ASX: NBI) – Secondary Capital Raise – Research Update Note

IIR has conviction in the Investment Manager’s ability to at least achieve the stated investment objectives over the foreseeable future. This is based on a comprehensive, proven and repeatable investment process ........
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May 20, 2019
Unlisted Managed Investment

Moelis Australia Fixed Income Fund

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. ...
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March 19, 2019
Listed Managed Investment

Perpetual Credit Income Trust – Similar to the Perpetual Pure Credit Alpha Fund – Experienced Team – Excellent Track Record

The Trust will be managed by Perpetual Investment Management Limited (the ‘Manager’) and its highly experienced eight person specialist credit and fixed income team led by Michael Korber. ...
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