Investment Ratings Reports

SocietyOne Personal Loans Trust

SocietyOne Australia Pty Ltd (SocietyOne) launched its peer-to- peer digital lending platform in 2012, the first of its kind in Australia and the first to offer risk-based pricing. Over the last eight years, SocietyOne has partnered with various bank and media...

MAXCAP CRE Debt Fund 3

The MaxCap CRE Debt Fund 3 (MCDF3, the Fund) is managed by MaxCap Investment Management P/L (the Manager), a subsidiary of MaxCap Group P/L, an Australasian specialist commercial real estate (CRE) investment manager. The Manager is highly experienced, having...

Society One Personal Loans Trust

SocietyOne Australia Pty Ltd (SocietyOne) launched its peer-to-peer digital lending platform in 2012, the first of its kind in Australia and the first to offer risk-based pricing. Over the last eight years, SocietyOne has partnered with various bank and media...

Aura High Yield SME Fund

The Aura High Yield SME Fund (the Fund) is an open-ended unlisted fund that invests in online (non-bank) lenders specialising in providing finance to small-to-medium businesses (SME) in Australia. The Fund offers monthly income, targeting 9% to 12% per annum return...

MaxCap Group Pty Ltd

Foresight Analytics has upgraded its Operational Capability Assessment for MaxCap Group Pty Ltd (MaxCap) from ‘Strong’ to ‘Very Strong’. This has been driven by the further track record of very strong financial performance since the 2017 restructure of shareholdings...

Alexander Credit Opportunities Fund

The Alexander Credit Opportunities Fund (the Fund) is a retail investment fund investing in credit markets, primarily within Australia. The Fund has an actively managed, opportunistic, absolute-return focus. The characteristics of the investment are relatively low...

Alexander Credit Income Fund

The Alexander Credit Income Fund (the Fund) is a retail investment trust investing in credit markets, primarily within Australia. The Fund has an actively managed, opportunistic, absolute return focus. The characteristics of the investment are relatively low capital...

La Trobe Financial Asset Management Limited

Foresight Analytics has maintained its operational Capability Assessment (OCA) of La Trobe Financial Asset Management Limited (LFAM), in its role as the Responsible Entity for the La Trobe Australian Credit Fund (the Fund), at ‘Superior’. This reflects the ongoing...

Core Infrastructure Fund

Core Infrastructure Fund(the Fund) was renamed from Infrastructure Partners Investment Fund.Its strategy has remained the same since inception: investing in well established,unlisted infrastructure funds (through a fund of funds (FoF)structure)and building an exposure...

Trilogy Enhanced Income Fund

The Trilogy Enhanced Income Fund (the Fund) is an open-ended, registered investment scheme, which was established in November 2016. The underlying investments are targeted at 65% for cash, cash-style investments, and other financial assets, including underlying...

Trilogy Monthly Income Fund

The Trilogy Monthly Income Trust (the Trust) is a pooled mortgage trust which was established in February 2007. The underlying investments are loans secured by first mortgages over property development, construction, and refinancing of completed stock. The team at...

MAXCAP First Mortgage Construction Fund

The MaxCap First Mortgage Construction Fund (MFMC, the Fund) is managed by MaxCap Investment Management P/L (the Manager), a subsidiary of MaxCap Group P/L, a Melbourne-based specialist commercial real estate (CRE) investment manager. The Manager is highly...

Sandhurst Strategic Income Fund

he Sandhurst Strategic Income Fund (the Fund) is managed by Sandhurst Trustees Ltd (Sandhurst), a fully owned subsidiary of Bendigo and Adelaide Bank. Sandhurst Trustees Ltd is additionally the Responsible Entity, Custodian, and Administrator of the Fund. The...

The Australian Eagle Trust

The Australian Eagle Trust (Trust) is a long-short strategy that complements the manager’s well proven, long-only, Australian equity strategy.The investment strategy uses fundamental research to identify the ‘quality’ of stocks and to look for positive changes which...

MCP Master Income Trust (MXT)

The MCP Master Income Trust (MXT or the Trust) is an ASX listed investment trust investing in the Australian corporate loan market. The characteristics of the investment are very low capital volatility, regular monthly income flow, and a significant return margin...

K2 Select International Fund

The K2 Select International Fund (the Fund) is a benchmark unaware, international equity, absolute-return fund. The Fund is intended to be used in a portfolio to mitigate downside risk from international equity investments. The Fund is one of five funds managed by...

Metrics Direct Income Fund

The Metrics Direct Income Fund (the Trust) is a registered Australian unit trust investing in the Australian corporate loan market through investment in Metrics’ wholesale funds. The Trust may also hold units in the listed trust, MCP Master Income Trust (ASX: MXT)....