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.

Segregated Portfolios

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.

Pooled Fund

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.

How can I invest?

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