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. This provides for greater transparency and deal control, with the potential to structure more favourable pricing...

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. IIR stresses that all loans will be first mortgage and subject to exactly the same due diligence processes which have held the Secured Loan Series in good stead to date....

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....

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....

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...

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....

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....

Three of the four senior investment team members previously worked at Macquarie Group, in addition to other relevant roles, with the Manager in large part mirroring the renewable energy, real estate and private equity focus at this prior place of employment....

The Fund was launched in June 2013 and, over its now almost five year track record has generated alpha and superior risk-adjusted although relative returns have varied materially over different time periods. The Fund is managed by a small, but capable investment team. The long portfolio consists of a concentrated 20-40 ASX listed holdings of large to small cap stocks....