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Keyview Credit Opportunities Fund

Investing in a diverse portfolio of private credit opportunities with the aim of providing predictable, risk-adjusted returns.

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Strategy and objectiveFund detailsPerformanceFAQs
Strategy and objective

The Keyview Credit Opportunities Fund (formerly called the Realside Capital Opportunities Fund) invests in a diversified portfolio of private credit investments with the aim of providing predictable and superior risk adjusted returns and capital preservation.

Much like the Keyview Flagship Fund, the Keyview Credit Opportunities Fund is sector agnostic and structured to deliver in a range of interest rate and economic environments. The Fund sources its investment opportunities from companies across the Australian and New Zealand mid-market, where those companies exhibit excellent growth and repayment ability coupled with asset backing.

Fund details
Distribution
Quarterly
Fund Term
1 year lock up
Liquidity
Quarterly
Post 1 year
Minimum Investment
$250,000
Platform availability
Netwealth, Clearstream,

Powerwrap / Praemium
Management fee
1.25% p.a.
Performance fee
15% p.a.
of any Fund return in
excess of a 6% return hurdle.
APIR Code
RSM1066AU
All fees are stated exclusive of GST and RITC.
8-10% p.a
over a rolling period of 3 years
net of fees.
Total target return
30+
Target positions
As of 30 April 2024

Performance

1
As of 30 April 2024

Period

Return %

2

1 month

0.82

3 months

2.63

6 months

5.63

  1. Past performance is not a reliable indicator of future performance.
  2. Fund returns are net of fees and assume reinvestment of distributions.

Reports & updates

Download our recent fund update report.
Fund update
Feeder Fund

Keyview offers a more liquid version of this fund. The Fund is available to wholesale investors only. If you would like more information email: clientrelations@keyviewfinancial.com.

FAQs
How flexible is the mandate for each of your funds?
Our funds have the flexibility to invest across the capital structure subject to the risk/return proposition. Our primary focus is on senior secured credit, with this typically representing >80% of our fund’s composition at any point in time.
What sectors can you invest in?
We have the flexibility to invest across all sectors/asset classes, with a range of sector expertise sitting across our team, coupled with a panel of technical advisors. We believe this allows us to move between in-favour and out-of-favour sectors as market conditions and opportunities allow.
How do private markets offer the potential for attractive risk-adjusted returns?
Private markets allow investors to benefit from a more thorough due diligence approach with less public market restrictions and less competition, ultimately resulting in better structured investments that are more resilient to changes in economic conditions. While private markets may not offer the same liquidity as public markets, this is traded off against typically higher returns.
What advantages do private markets potentially provide investors through the economic cycle?
Private markets allow investors to benefit from a more thorough due diligence approach with less public market restrictions and less competition, ultimately resulting in better structured investments that are more resilient to changes in economic conditions. While private markets may not offer the same liquidity as public markets, this is traded off against typically higher returns.
Is your strategy high risk given the equity-like returns you are targeting?
Our underlying strategy is to protect our capital in all scenarios. The situations we evaluate typically have an element of complexity, require a bespoke funding solution or require capital in an expedient manner that allows us to generate excess returns, without taking high levels of risk.
How does the fund generate its returns?
The fund's returns are generated from upfront fees, interest income (cash or capitalising), plus any additional enhancements negotiated in a transaction (e.g. warrants, convertible features, exit fees, etc.). All economics associated with the transaction flow 100% through to our funds and investors.
What type of borrowers does Keyview typically lend to?
We primarily target borrowers who require growth capital or transitional capital or those who have limited access to traditional capital markets. Our flexible mandate aims to address three specific requirements for borrowers: (1) complexity, (2) bespoke funding solution; and (3) speed of execution.
Can I exit the fund before the maturity of the underlying loans?
Our funds may offer flexibility of redemptions, allowing investors to manage their liquidity. It’s important to note, however, that while this feature provides an avenue for early exits, the underlying investments carry an inherent level of illiquidity.
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Contact
Tel +61 2 8591 8814
clientrelations@keyviewfinancial.com
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Keyview Investment Management Limited (ACN 665 351 726) operates under AFSL No: 546246.
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© Copyright 2024 Keyview
Keyview Investment Management Limited (ACN 665 351 726) operates under AFSL No: 546246.

Welcome to Keyview

(formerly Realside Financial Group).
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