Introducing the Anseres Private Income Fund
Generating consistent, reliable income has become increasingly challenging in today’s investment environment. Traditional fixed income sources are delivering lower yields, while investors are being forced to take on more duration and concentration risk in pursuit of returns.
The Anseres Private Income Fund (APIF / Fund) has been designed to address this challenge - offering clients a diversified, actively managed solution focused on delivering resilient income through the cycle.
The Fund represents the first implementation of Anseres Capital’s broader private markets fund of funds strategy, designed to improve how private assets are accessed and managed within client portfolios.
What is the APIF?
The Anseres Private Income Fund is a core private markets income strategy that seeks to deliver a net return objective of RBA Cash Rate + 4% to 6% p.a.*, by providing access to a diversified portfolio of global and Australian private credit investments through a single allocation.
Key characteristics of the Fund include:
Diversified private credit exposure
APIF invests a carefully constructed portfolio of underlying managers across a range of private debt strategies, including senior property lending, corporate credit and asset backed financing across various geographies, to enable broad based diversification.Income focus
The strategy is designed to generate resilient quarterly income distributions, targeting attractive spreads over cash.Active management and manager selection
Manager selection is a core thesis of the ability to generate better risk-adjusted return. Active management of the portfolio and ongoing risk monitoring changes weights and allocation based on the macro environment and relative value.
Capital preservation focus
Managers with a quality bias and strong workout experience through cycles are essential in the selection process.Liquidity features
Monthly applications, no initial lock up period and quarterly redemptions (subject to a redemption gate and 30 business days’ notice prior to quarter end).Cost efficiency
The structure provides a relatively low-cost access to a diversified private markets exposure, benefiting from fee rebates that are 100% for the fund investors.
“The shift to a pooled structure was driven by a clear objective: improving diversification, strengthening governance and delivering a more consistent and scalable approach to portfolio implementation.”
Fraser Herd, CEO
Who is it for?
The Fund is designed for wholesale investors seeking:
A reliable income stream with regular distributions
Diversification in a portfolio of listed assets and traditional fixed income
Access to an institutional grade, multiple manager solution in a single investment
Investment horizon of at least 2 years
Importantly, the Fund provides an efficient solution for clients who would otherwise need to build and manage multiple private market exposures individually.
“Generating consistent income and managing risk in portfolios requires a more sophisticated approach than traditional fixed income alone. By combining multiple private credit strategies into a single, actively managed portfolio, we’re able to deliver more resilient outcomes for clients.Our goal with the Anseres Private Income Fund is to simplify access to private markets while maintaining institutional grade portfolio construction, governance and oversight.”
Graeme Bibby, CIO
The Anseres Private Income Fund is designed to provide a modern solution to income investing -combining diversification, active management and private markets access in a single, streamlined portfolio. For investors seeking reliable income with a focus on capital preservation, it represents a compelling addition to a well diversified portfolio.
For more information on Anseres Capital or the Anseres Private Income Fund, please contact your advisor or contact concierge@anserescapital.com.au
Important note: To invest in this fund you must be a validated wholesale client. Investment in the Fund are only offered pursuant to the Information Memorandum, which should be reviewed carefully prior to investing.