For institutional investors

Kapstream has worked on behalf of a predominantly institutional client base since establishment in 2006. Today, more than 50 of Australia’s largest institutional investors – comprising superannuation funds, government entities, insurance companies, multi-managers, family offices, endowments and charities – entrust us with the management of their assets.

The flagship Kapstream Absolute Return Income strategy is an alternative to conventional fixed income approaches, with dual objectives of preserving capital while seeking an absolute return of 2-3% above cash. Low volatility, constantly strong liquidity, and stable, consistent income returns characterise the approach. It invests on an unconstrained basis in a diverse portfolio of predominantly short dated domestic and international investment grade bonds.

The Kapstream Absolute Return Income Plus strategy is a higher performance variant of Kapstream’s flagship, targeting an absolute return of 3-4% above cash. Suited to investors for whom constant liquidity is a lower priority, and who can tolerate modestly higher volatility, the strategy has high commonality with Kapstream’s flagship portfolio, deriving the superior return predominantly by having a larger allocation to higher yielding sectors within the universe, and a smaller allocation to more ‘cash-like’ sectors.

Segregated Portfolios

For larger institutional investors Kapstream manages bespoke segregated portfolios within separately managed accounts. These are typically tailored to reflect marginally different risk or return requirements; to include – or avoid – exposure to specific fixed income sectors, or to meet particular exclusion requirements such as those where ESG issue considerations need to be taken into account. For further information and to discuss your own requirements, please contact us.

Pooled Funds

Kapstream Absolute Return Income Fund

A dedicated institutional share class is available for institutional investors able to take advantage of the benefits of investing through a pooled fund. The Kapstream Absolute Return Income Fund is an open-ended authorised Australian unit trust. The latest performance commentary for institutional investors in the Fund is available here.

Kapstream Absolute Return Income Plus Fund

To find out more about the Kapstream Absolute Return Income Plus Fund (currently only available to institutional investors), please contact us.

 

Interests in both Funds are offered by Fidante Partners Limited who provide a range of administration and distribution services to Kapstream, and who are the Responsible Entity. By clicking on the links to Fund documents provided below (and elsewhere on Kapstreams website) you will be re-directed to the Fidante website.

 

How can I invest?

The global absolute return fixed income specialist.