At Market Intelligence Income Fund, we believe different parts of the credit market behave differently at different points of the credit cycle.
Target Return
RBA + 4%
Net of fees, p.a.
Income
Monthly
Distributions or reinvestment
Minimum
$5,000
$500 thereafter
Mandate
Open
Retail & Wholesale
The return target is not a guarantee. Capital and returns are not guaranteed. Key risks include credit and default risk, liquidity risk (withdrawals may be delayed, scaled back or suspended) and interest-rate risk — see section 4 of the PDS. Read the PDS and TMD before investing.
Across the credit market
Diversification by design.
Portfolio allocation as at 31 August 2026.
Real Estate
Active · 42% weight
Debt funding for the purchase or development of real estate assets, typically secured with registered mortgages over the underlying property.
Yield 9.51%·Duration 0.40 yrs
Corporate
Active · 48% weight
Debt funding to businesses and corporates to support suitable, credit-worthy business strategies — directly originated or syndicated.
Yield 10.09%·Duration 1.59 yrs
Trade
Mandate · 0% weight
Funding to facilitate trade and commerce between businesses — typically short-duration, self-liquidating and counterparty-secured.
Consumer
Mandate · 0% weight
Exposure to a diversified basket of consumer and personal loans or finance facilities, typically granular and high-frequency.
Currently overweight Australian real-estate and corporate debt · cash held in transit 9.14%. Sub-class allocation is dynamic — re-balanced as relative value across the credit cycle dictates. As at 31 August 2026.
Investment Process
Institutional rigour, end-to-end.
iPartners private credit investment process — bottom-up origination, deep fundamental analysis, disciplined structuring and continuous Investment Committee oversight.
01
Origination
Proprietary iPartners network. Borrower creditworthiness, asset backing and diversification fit. Only strong downside protection progresses.
02
Research
Macro, duration and yield-curve overlay. Sector and relative-value analysis. Bottom-up borrower evaluation. Cash-flow modelling and scenarios.
03
Structuring
Strict financial covenants. Robust collateral. Clear borrower reporting obligations. Legal safeguards designed for capital preservation.
04
Approval
Multi-stage Investment Committee review. Single-asset limit ~10% of portfolio. Diversified across sectors, geographies and borrower profiles.
05
Monitoring
Continuous review of borrower performance. Three Lines of Defence risk model. Capital recycled from maturing loans into new opportunities.
Investment committee
Experience behind every decision.
Chair · Investment Committee
Colin Campbell
Chief Investment Officer
Ben Meikle
Head Portfolio Manager
Justin Harsel
Senior Investment Analyst
Darren Chan
Governance
External oversight.
The Fund operates within an institutional governance framework — separation of investment management, responsible entity, custody, audit and administration.
