Insights

Focus on iPartners Bond Income Fund

Posted on
18th December 2023
Author
By Shannon Turnbull

Focus on iPartners Bond Income Fund

iPartners Funds Management Close 22 December, 2023 (By Shannon Turnbull, 18th December 2023)

iPartners Monthly Fund Opening – Focus on iPartners Bond Income Fund


iPartners Alternative Investments Funds are open for new investments.  Orders for the December close of the Bond Income Fund must be received by 22 December, 2023.

The Bond Income Fund has successfully deployed its first bond acquisitions. This new offering is set to revolutionise the way investors approach bond investing, especially in the face of recent challenges posed by rising interest rates and limited diversity in direct bond portfolios.

We are already on target to meet our return target of RBA Cash Plus 3-4% over 2 to 3 year investment horizons with at least 80% of the portfolio rated investment grade by independent major rating agencies.

A New Era in Bond Investing

The iPartners Bond Income Fund is designed to adeptly navigate the complexities of the bond market. It offers a floating rate with a targeted return of cash + 3-4% per annum. In the current economic climate, this translates to expected returns of 7.35-8.35% per annum, mitigating the volatility typically associated with fixed-rate bonds.

Key Benefits of the iPartners Bond Income Fund:

·  Attractive Returns: Targeting RBA Cash + 3-4% p.a.
·  Superior Risk-Adjusted Returns: Focused on credit opportunities with promising returns.
·  Broad Access: Leveraging institutional relationships for a diverse bond range.
·  Smooth investment process designed to outperform a direct bond portfolio over 2-3 year horizons with much lower volatility.
·  Stability and Quality: 80% of assets boast Investment Grade ratings from independent agencies.
·  Expert Management: Led by one of Australia's largest and most experienced income fund management teams.

Diversification and Quality

The Fund allows unitholders to diversify their credit investments, offering peace of mind with 80% of the assets maintaining an Investment Grade rating. Under the leadership of Andrew Baume, a veteran with 39 years of experience in financial markets, the team is dedicated to delivering strong returns with reduced volatility. iPartners has been able to deploy our existing assets by harnessing the strong support of our extensive market contacts.

A Core Contributor to Your Portfolio

The iPartners Bond Income Fund, with its mix of investment grade publicly rated bonds and the best in class non-Investment Grade offerings, is set to be a significant contributor to portfolios over the medium to long term.

Orders for the December close of the Bond Income Fund must be received by December 22, 2023.

Join the Journey

Investors are invited to join this journey towards smarter, more stable investing. For more information on the whole iPartners family of Funds visit https://ipartners.iplatforms.com.au/investment-fund.