Our Research

Unlisted Managed Investment

Unlisted Managed Investments – IIR provides research on unlisted managed investments across a range of asset classes for both retail and wholesale investors. Coverage includes an Initiation Report and annual reviews.

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February 11, 2020

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. This provides for greater transparency and deal control, with the potential to structure more favourable pricing...
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February 11, 2020

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. 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....
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May 20, 2019

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. 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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May 20, 2019

Nucleus Wealth Tactical Growth Strategy – Model Portfolio – SMA/IMA – High Growth – Experienced Manager

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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April 15, 2019

Clime CBG Australian Equities Fund – Australian Equities – 75% Invested in S&P/ASX 200 with the Maximum of 25% Invested outside the Top 200.

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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April 15, 2019

L1 Capital International Fund (APIR: ETL1954AU) – High-Conviction Portfolio of Global Equities Investments –

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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March 19, 2019

Moelis Australia Secured Loan Series – Monthly Distributions – Target Yield 7% – 8% – Secured Commercial Loans

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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March 19, 2019

Federation Alternative Assets Fund – Demonstrated Long Term Experience with Strategy in Renewables, Private Equity and 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....
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May 14, 2018

Atlantic Pacific Australian Equity Fund – Long-Short, High Conviction Australian Equities Strategy

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....
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