Boston Managed Investments Limited (ACN 165 345 675) (AFSL 469808)
Phone: 1300 668 699

Boston Income Fund

The Boston Income Fund (“The Fund”) is a continuation of key industry research and a successful investment strategy, implemented by the Boston Group over the past five (5) years.

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Boston Income Fund

The Boston Income Fund (“The Fund”) is a continuation of key industry research and a successful investment strategy, implemented by the Boston Group over the past five (5) years. By selectively building a portfolio of high yielding, income producing assets the fund aims to deliver a balanced approach to risk management whilst delivering the commensurate level of return. As a freshly established fund, the Boston Income Fund carries no impaired assets arising from the previous dislocation in credit and financial markets, and has been established to take advantage of the expected normalisation of credit markets in the coming period.

By researching and monitoring the development of funding structures amongst domestic and foreign Financial Institutions in the post Global Financial Crisis (GFC) period, the team behind The Fund developed an investment strategy which is characterised by targeting investments at the senior-subordinated level in non-bank commercial lending platforms, primarily through trust structures that allow for capital recycling by way of securitisation. In many circumstances, the investors traditionally found in this space are no longer active which allows The Fund to become a key participant in these niche funding platforms.

The Fund provides both professional and institutional investors with access to a professionally managed portfolio of high yield income producing assets. The Fund will invest primarily in subordinated debt facilities and is targeting a level of risk commensurate with senior-subordinated participation, however the fund will not use or rely on leverage to obtain returns within its investment program.

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FundBoston Income Fund
TrusteeBMIL Nominees Pty Ltd
ManagerBoston Managed Investments Limited
Investor TypeWholesale/Sophisticated/Institutional
StatusClosed to new applications
Inception1/11/2013
Minimum Investment$50,000.00
Unit Value$1.00
Last quarter return after feesMar 19 - 10.3777% (annualised)
Benchmark3.50% + BBSW30
Coupon PaymentsPaid quarterly in arrears
DRP Available?Yes
Fund Return ProfileHigh
Income Return RiskMedium
Capital RiskLow
FundBoston Income Fund
TrusteeBMIL Nominees Pty Ltd
ManagerBoston Managed Investments Limited
Investor TypeWholesale/Sophisticated/Institutional
Inception1/11/2013
StatusClosed to new applications
Minimum Investment$50,000.00
Unit Value$1.00
Fund Size$34.05m ( as at 31/03/2019)
Number of Investors60
IM Version & DatesVersion 6 - dated 1 July 2018
Entry/Exit FeesNil/Nil
Management Fees1.75%
Performance FeeNil
Suggested Investment Timeframe3-5 Years
Target Return3.50% + BBSW30
Capital GrowthNot Applicable
Last quarter return after feesMar 19 - 10.3777% (annualised)
Coupon PaymentsPaid quarterly in arrears
DRP Available?Yes
Fund Return ProfileHigh
Income Return RiskMedium
Capital RiskLow

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