Overview

• If you’re tired of chasing dividend yields in a volatile share market, the latest quarterly review reveals some eye-opening alternatives that are delivering serious returns while you sleep.
  The standout? Alternative credit funds are smashing it with returns like 9.97% from iPartners  nearly triple the RBA cash rate – by lending to businesses that banks won’t touch. Meanwhile, Remara Private Credit delivered 13.33% with almost zero volatility. Yes, you read that right.
• Australian property funds aren’t just surviving the interest rate chaos – they’re thriving. Cromwell Phoenix returned over 20% by picking undervalued smaller property companies, while industrial warehouses are booming thanks to our online shopping obsession.
• But here’s where it gets interesting: the performance gap between the best and worst funds in each sector is massive. In global infrastructure, top performers delivered 23.72% while others lost money. Private credit ranged from 5.98% to 13.33%. This isn’t a market where you can just pick any fund and hope for the best.
  The data shows six distinct income sectors outside traditional shares, each with different risk profiles and return patterns. Some delivered exceptional Sharpe ratios above 45, others struggled with currency hedging and duration risk.
• With central banks cutting rates and retirees demanding income, these alternative sectors are seeing serious money flow in. But as the detailed fund-by-fund analysis reveals, knowing which managers have genuine skill versus those just riding the wave could make or break your retirement income strategy.
  The full breakdown includes specific fund names, risk metrics, and what’s driving performance in each sector.

   Please register to access research “here” or contact us to get more details.