For a number of our larger institutional clients Kapstream offers bespoke segregated portfolios within separately managed accounts. These are typically tailored to reflect marginally different individual risk or return requirements, and/or to include – or avoid – exposure to specific fixed income sectors. For further information and to discuss your own requirements, please contact us.
A dedicated institutional share class is available for institutional clients able to take advantage of the benefits of investing using our flagship pooled fund, the Kapstream Absolute Return Income Fund, an authorised Australian unit trust. The latest performance commentary for institutional investors in the Fund is available here.
Interests in the Fund are offered by Fidante Partners Limited who provide a range of administration and distribution services to Kapstream, and are the Responsible Entity for the Fund. By clicking on the links to Fund documents provided below (and elsewhere on Kapstreams website) you will be re-directed to the Fidante website.