Exclusive Investment Access for Barker Wealth Clients
Barker Wealth is excited to provide our clients with access to Altor Capital’s AltFi Income Fund, a leading corporate private credit fund that delivers debt-like returns while offering the potential for equity upside. This fund has a strong 7-year track record, providing consistent income distributions and compelling growth opportunities.
Why Consider the AltFi Income Fund?
Since inception, the AltFi Income Fund has returned 11.44% p.a., with distributions paid on a quarterly basis, making it an attractive option for investors seeking steady cash flow.
The fund achieves these returns by lending to corporates with asset-backed loans while simultaneously holding options in the businesses to capture potential equity growth. This dual approach allows investors to benefit from both the stability of private credit and the upside of equity exposure.
Altor’s Unique Advantage
Altor Capital’s model ensures that each loan comes with equity options, aligning the fund manager’s interests with the success of the business.
This structure allows AltFi Income Fund investors to:
- Become involved in the strategic growth planning of portfolio companies.
- Support business decision-making as part of board-level advisory roles.
- Protect loan interests by having a direct influence on corporate fiscal decisions.
This hands-on approach differentiates the AltFi Income Fund from traditional private credit investments.
Key Fund Characteristics
- Target Distribution Rate: 10% p.a. (net of fees)
- Number of Investments: 20–25; $5M–$15M per facility
- Benchmark: RBA Cash Rate + 6% p.a.
- Redemption Terms: Quarterly after 24 months (early exit fee of 2% applies)
- Research Ratings: FundMonitors – Commended
- Minimum Investment: $100,000
Note: Access to this investment is exclusive to Barker Wealth clients, and firm commitment bids must be placed through your investment adviser. Once invested, the fund will be viewable in your Sharesight account. The investment will incur a 1% + GST management fee on all Funds Under Management.
Why Corporate Private Credit Matters
Corporate private credit has become a compelling alternative to traditional fixed income, offering:
- Higher yields than traditional cash or bond investments
- Exposure to the growth potential of private companies
- Diversification across multiple corporate sectors
For investors seeking strong risk-adjusted returns with the potential for equity participation, the AltFi Income Fund represents a unique opportunity.
Interested in Learning More?
Barker Wealth clients can contact their adviser today to explore investment opportunities with Altor Capital and take advantage of this exclusive fund.
Disclaimer: This communication is for informational purposes only and is intended for Barker Wealth clients only. The AltFi Income Fund is a s708 private investment and is not for general distribution. Investments in private credit carry risks, including illiquidity and loss of capital. Past performance is not indicative of future results. Investors must seek advice from their authorised financial adviser before making any investment decision.