Alternative investment strategies tend to be less correlated to equities and bonds and can provide much needed diversification to help smooth portfolio returns over time. They may suit investors who do not need access to daily liquidity and have a long term investment horizon.
Investment manager selection is critical – our investment managers are evaluated on performance track record, access to deal flow, ability to structure investments as well as exit them, and investment team dynamics.
The Fund aims to provide an Australian dollar hedged exposure to an actively managed portfolio of private equity investments sponsored or advised by Kohlberg Kravis Roberts & Co. L.P. or an affiliate (collectively, “KKR”). It seeks to generate attractive risk‑adjusted returns with lower volatility relative to public markets and achieve medium‑to‑long‑term capital appreciation.
Seeking Strong Risk Adjusted Returns: Day one access to KKR’s industry leading private equity platform, targeting 12‑15% p.a. net returns.1
Innovative Private Equity Solution: Invests in every deal across KKR’s traditional buyout, growth, middle market, global impact and core private equity platform —diversified by sector, industry and geography.2
Efficient Structure: Available at scale with monthly applications, monthly requests for redemptions3 and no capital calls.
Can complement traditional equity and other private market exposures.
The Fund’s objective is to develop an actively managed investment portfolio that is intended to produce risk-adjusted returns with low beta to traditional asset classes.
A beta neutral multi-portfolio manager platform, with a focus on diversified sources of alpha. Numerous underlying trading advisors trade a wide variety of liquid strategies, with the New Holland investment team responsible for managing the overall portfolio, allocating capital between strategies, and managing risk.
Access to niche investment styles across a wide range of strategies, sectors and geographies.
Aims to achieve positive returns in all market conditions, offering investors a potential source of alpha.
Can tactically reallocate capital between strategies based on changes in opportunity sets.
Can complement a diversified investment portfolio.
For institutional and wholesale investors only.
The Fund’s objective is to generate positive absolute returns above the RBA cash rate after fees and expenses over the long term by taking both long and short positions in selected Australian shares.
A market neutral fund where short positions and long positions offset each other, giving investors exposure to the manager’s stock selection skills while aiming to eliminate exposure to the underlying equity market.
Unique stock selection process that blends fundamental and quantitative analysis to identify companies without bias.
Managed by one of the most experienced long/short managers in Australia.
Can complement an existing allocation to Australian equities.
Targets a return of the RBA cash rate plus 4% to 5% p.a. (net of fees and expenses).
Investment focus is the most compelling relative value opportunities across Australian and New Zealand real estate debt, ABS, private company debt and LBO debt.
Designed to deliver superior risk-adjusted returns and capital preservation.
Provides an inflation hedge as investments are floating rate.
Predictable income stream through contractual loan agreements.
Low correlation to major assets classes.
The strategy can form part of a defensive alternative fixed income allocation.
For institutional and wholesale investors only.
An absolute return fixed income fund that aims to deliver stable and consistent returns over time irrespective of share and bond market movements.
The Fund aims to outperform the RBA Cash Rate by 2.5 per cent per annum (after fees) over rolling three-year periods by only investing in global high grade government issued assets in G7 nations and Australia.
Alpha generation – unencumbered by benchmark relative constraints providing a lower volatility offering with no credit exposure.
Liquidity – daily priced providing liquidity through all market conditions.
Diversification benefits – uncorrelated to traditional markets.
Proven track record – the investment team applies the same investment and risk management approach that also drives the domestic and global strategy products to generate total returns.
Can complement traditional fixed income exposures with superior liquidity.
This is general information only and is not intended to provide advice or recommendations to any particular investor or potential investors in relation to holding, purchasing or selling units in the KKR Private Equity (K-PRIME) Fund (AUD) ARSN 666 531 184, New Holland Tactical Alpha Fund (AUD) , CC Sage Capital Absolute Return Fund ARSN 634 149 287, CC JCB Dynamic Alpha Fund ARSN 637 628 918, Revolution Private Debt Fund II and / or the Revolution Wholesale Private Debt Fund II (collectively, the ‘Funds’). The information does not take into account an individual’s investment objectives, circumstances or needs. Potential investors should make their own independent assessment of the information contained on this webpage and this website, in general, and seek their own independent professional advice in relation to the information and any action taken on the basis of the information. Nothing contained on this webpage and this website, in general, is or shall be relied upon as a promise or representation, whether as to the past or the future. The value of an investment can rise and fall and past performance is not indicative of future performance. Decisions to acquire, sell or continue to hold units in the Funds should only be made after considering the information contained in a current Product Disclosure Statement / Information Memorandum (whichever is applicable) and the Target Market Determination (if applicable) for each respective Fund. Applications to invest will only be accepted if made on an application form. Potential investors should be aware that investing in the Funds involves risks and it is possible that they may not get back the amount originally invested. The key risks, in general, of investing in the Funds includes, but are not limited to, investment manager risk, market risk, liquidity risk, withdrawal risk, counterparty risk, credit risk and investment risk. For further information on the risks of investing in the Funds, please refer to each Fund’s respective Product Disclosure Statement / Information Memorandum (whichever is applicable). The Responsible Entity / Trustee (whichever is applicable) is Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘CIML’). Channel Capital Pty Ltd ACN 162 591 568 AR No. 001274413 distributes the Funds and is the holding company of CIML.
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