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  5. Remara Credit Opportunities - Managed fund profile

Remara Credit Opportunities - Managed Fund

Fund Objective
The fund is actively managed and aims to provide annual returns in-excess of 10% (post-fees) above the floating BBSW Rate through investing in a diversified portfolio of debt and debt securities. The fund is intended to be suitable for investors seeking a high return investment with a preference for an elevated risk-profile.
Fund Strategy
The fund will consist primarily of Australian credit investments with exposure ti investments including but not limited to syndicated / bi-lateral loans, special situations debt, asset backed securities and collateralised loan obligations.

Fund Performance Comparison

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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 1.31% 4.05% 8.12% -% -% -% -% -%
Growth return 0.03% 0.05% -0.07% -% -% -% -% -%
Income return 1.28% 4% 8.19% -% -% -% -% -%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return -0.86% -1.22% 2.72% 2.23% 3.76% -1.89% -0.46% 1.85%
As at 31 Dec 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Remara Credit Opportunities
Cash
20.04%
Fixed Interest
79.96%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
6.24%
Fixed Interest
90.38%
Australian Equities
0.66%
International Equities
0.56%
Property
0%
Alternatives
2.16%

General Information

Fund Details
Type Description
Remara Credit Opportunities
AMT1125AU
Diversified Credit
Not Rated
Investment Fund
15 Mar 2024
$77.19 million (as at 31 Dec 2024)
$1 (as at 31 Dec 2024)
$1 (as at 31 Dec 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $25,000

Top 10 holdings (as at 31 Dec 2024)

Holding (as at 31 Dec 2024) Type % of Portfolio
Amal Trustees Pty Ltd Atf The Remara Credit Trust 2023-1 16.35% Bond - Corporate Bond 15%
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FAQs about the Remara Credit Opportunities

The objective of the Remara Credit Opportunities managed fund is The fund is actively managed and aims to provide annual returns in-excess of 10% (post-fees) above the floating BBSW Rate through investing in a diversified portfolio of debt and debt securities. The fund is intended to be suitable for investors seeking a high return investment with a preference for an elevated risk-profile.

The strategy of the Remara Credit Opportunities managed fund is The fund will consist primarily of Australian credit investments with exposure ti investments including but not limited to syndicated / bi-lateral loans, special situations debt, asset backed securities and collateralised loan obligations.

The APIR code of the Remara Credit Opportunities managed fund is AMT1125AU.

Remara Credit Opportunities’s total return last month was 1.31%. This was made up of a growth return of 0.03% and an income return of 1.28%. These returns were calculated as at 31 Dec 2024.

Remara Credit Opportunities’s total return for the last three months was 4.05%. This was made up of a growth return of 0.05% and an income return of 4%%. These returns were calculated as at 31 Dec 2024.

Remara Credit Opportunities’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 31 Dec 2024.

Remara Credit Opportunities’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 31 Dec 2024.

The asset allocation of the Remara Credit Opportunities managed fund is :

Cash
20.04%
Fixed Interest
79.96%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Remara Credit Opportunities managed fund belongs to the Diversified Credit sector/asset class.

As at 31 Dec 2024, the size of the Remara Credit Opportunities managed fund was $77.19 million.

The Remara Credit Opportunities managed fund has an inception date of 15 Mar 2024.

The current entry price of the Remara Credit Opportunities managed fund is $1 per unit and the current exit price is $1 per unit (as at 31 Dec 2024).

The current exit price of the Remara Credit Opportunities managed fund is $1 per unit and the current entry price is $1 per unit (as at 31 Dec 2024).

The minimum initial investment amount for the Remara Credit Opportunities managed fund is $25,000.

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.