Senior Debt Income Fund
Prudent investors in private Credit
Members and stakeholders have highlighted their financial needs, goals and objectives
KeyInvest is a long-term provider of APRA-regulated strategies and an active manager of private credit. They continually evolve to meet and enhance the changing financial needs, goals and objectives of members and investors. A prime example is the KeyInvest Funeral Bond, which allocates up to 25% of its capital-guaranteed portfolio into private credit.
This approach has delivered market-leading returns for three consecutive years, underpinned by rigorous due dilligence across all fund managers.
Risk-adjusted Returns
Generating premium risk-adjusted returns at the top of the capital stack
This Fund’s strategy is focused primarily on the senior first registered mortgage assets across a diverse range of pools and targets a risk-adjusted return of RBA cash + 5%. The Multi-Manager strategy developed by KeyInvest Managed Investments brings together managers who have a proven track record of returning 100% of capital to investors since inception and seeks to achieve the following:
- Capital Preservation
- Monthly Income that can be taken or compounded
Performance and Portfolio Metrics
The chart shows how the preferred managers have delivered consistent growth versus the cash-plus benchmark, with noticeably reduced volatility compared with the S&P/ASX 200 and A-REIT market.
Monthly returns of the strategy versus the performance benchmark.
The KeyInvest Funeral Bond is regulated by APRA under the Life Act.
It has deployed 20% of the fund to the same underlying strategy to generate significant alpha, in a Fund that has a capital guarantee applied from KeyInvest Ltd’s balance sheet.
The new wholesale KIMI Fund does not have a capital guarantee applied however the strategy remains in place with the Funeral Bond being an active investor alongside KIMI.
The following charts illustrate the portfolio composition across key dimensions.
They provide a visual summary of diversification and strategic allocation, highlighting the fund’s balance across markets and credit segments. This breakdown supports ongoing monitoring of concentration risks, portfolio balance, and alignment with the fund’s overall return and risk objectives.
How to invest
Investors can access the KeyInvest Senior Debt Income Fund through:
- Adviser-Directed Investors – via approved wholesale platforms and partners;
- Self-Directed Wholesale Investors – direct application for eligible investors.
Your next steps
1. Request IM
2. Confirm eligibility
3. Register interest through KeyInvest’s Investment Team