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  5. AltX Credit C - Senior Debt - Managed fund profile

AltX Credit C - Senior Debt - Managed Fund

Fund Objective
The investment objective of Class C is the preservation of capital and generation of an income yeild return. This class will only invest in the Underlying loans secured by first mortgages.
Fund Strategy
Each Class provides exposure to a diversified portfolio of debt investments; which could include residential; commercial; industrial; construction and development loans to Australian borrowers.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 8.62% 28.59% 65.27% -% -% -% -% -%
Growth return 0% 0% 0% -% -% -% -% -%
Income return 8.62% 28.59% 65.27% -% -% -% -% -%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.34% 1.1% 2.21% 4.48% 4.29% 3.44% 2.1% 1.98%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
76.96%
Australian Equities
0.05%
International Equities
0.04%
Cash
22.92%
Alternatives
0.03%

General Information

Fund Details
Type Description
AltX Credit C - Senior Debt
ATX2244AU
Mortgages
Not Rated
Investment Fund
10 Aug 2018
n/a
$1 (as at 14 Mar 2025)
$1 (as at 14 Mar 2025)
Open
Offer information
Type Description
Minimum initial investment $50,000
Minimum additional investments $10,000.00

FAQs about the AltX Credit C - Senior Debt

The objective of the AltX Credit C - Senior Debt managed fund is The investment objective of Class C is the preservation of capital and generation of an income yeild return. This class will only invest in the Underlying loans secured by first mortgages.

The strategy of the AltX Credit C - Senior Debt managed fund is Each Class provides exposure to a diversified portfolio of debt investments; which could include residential; commercial; industrial; construction and development loans to Australian borrowers.

The APIR code of the AltX Credit C - Senior Debt managed fund is ATX2244AU.

AltX Credit C - Senior Debt’s total return last month was 8.62%. This was made up of a growth return of 0% and an income return of 8.62%. These returns were calculated as at 28 Feb 2025.

AltX Credit C - Senior Debt’s total return for the last three months was 28.59%. This was made up of a growth return of 0% and an income return of 28.59%%. These returns were calculated as at 28 Feb 2025.

AltX Credit C - Senior Debt’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 28 Feb 2025.

AltX Credit C - Senior Debt’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the AltX Credit C - Senior Debt managed fund is :

Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Alternatives
0%

The AltX Credit C - Senior Debt managed fund belongs to the Mortgages sector/asset class.

As at , the size of the AltX Credit C - Senior Debt managed fund was $ million.

The AltX Credit C - Senior Debt managed fund has an inception date of 10 Aug 2018.

The current entry price of the AltX Credit C - Senior Debt managed fund is $1 per unit and the current exit price is $1 per unit (as at 14 Mar 2025).

The current exit price of the AltX Credit C - Senior Debt managed fund is $1 per unit and the current entry price is $1 per unit (as at 14 Mar 2025).

The minimum initial investment amount for the AltX Credit C - Senior Debt managed fund is $50,000. Minimum additional investment is $10000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.