InvestSMART

BlueEarth Global Impact Credit A Income - Managed Fund

Fund Objective
The Fund will implement its investment strategy by investing substantially all of its assets in the Underlying Fund, which seeks to pursue a globally diversified impact private credit strategy across environmental and social themes. The Underlying Fund’s strategy seeks to focus on providing private credit to businesses in both emerging and developed markets globally in order to support the development of sustainable climate and social initiatives.
Fund Strategy
The Fund will implement its investment strategy by investing substantially all of its assets in the Underlying Fund, which seeks to pursue a globally diversified impact private credit strategy across environmental and social themes. The Underlying Fund’s strategy seeks to focus on providing private credit to businesses in both emerging and developed markets globally in order to support the development of sustainable climate and social initiatives.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.5% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUD 1M Cash GR AUD)
Total return 0.29% 0.87% 1.77% 3.75% 4.05% 4% -% -%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
51.30%
International Equities
5.54%
Cash
38.30%
Fixed Interest
4.86%

General Information

Fund Details
Type Description
BlueEarth Global Impact Credit A Income
POL0274AU
Alternative - Private Debt
Not Rated
Unknown
31 Dec 2025
$11.66 million (as at 31 Jan 2026)
$0.99497 (as at 31 Jan 2026)
$0.99497 (as at 31 Jan 2026)
Open
Offer information
Type Description
MER 0% (as at 19 Dec 2025)
Minimum initial investment $50,000
Minimum additional investments $50,000
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FAQs about the BlueEarth Global Impact Credit A Income

The objective of the BlueEarth Global Impact Credit A Income managed fund is The Fund will implement its investment strategy by investing substantially all of its assets in the Underlying Fund, which seeks to pursue a globally diversified impact private credit strategy across environmental and social themes. The Underlying Fund’s strategy seeks to focus on providing private credit to businesses in both emerging and developed markets globally in order to support the development of sustainable climate and social initiatives.

The strategy of the BlueEarth Global Impact Credit A Income managed fund is The Fund will implement its investment strategy by investing substantially all of its assets in the Underlying Fund, which seeks to pursue a globally diversified impact private credit strategy across environmental and social themes. The Underlying Fund’s strategy seeks to focus on providing private credit to businesses in both emerging and developed markets globally in order to support the development of sustainable climate and social initiatives.

The APIR code of the BlueEarth Global Impact Credit A Income managed fund is POL0274AU.

BlueEarth Global Impact Credit A Income’s total return last month was -0.5%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

BlueEarth Global Impact Credit A Income’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jan 2026.

BlueEarth Global Impact Credit A Income’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

BlueEarth Global Impact Credit A Income’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the BlueEarth Global Impact Credit A Income managed fund is :

Alternatives
100%
International Equities
0%
Cash
0%
Fixed Interest
0%

The BlueEarth Global Impact Credit A Income managed fund belongs to the Alternative - Private Debt sector/asset class.

As at 31 Jan 2026, the size of the BlueEarth Global Impact Credit A Income managed fund was $11.66 million.

The BlueEarth Global Impact Credit A Income managed fund has an inception date of 31 Dec 2025.

The current entry price of the BlueEarth Global Impact Credit A Income managed fund is $0.99497 per unit and the current exit price is $0.99497 per unit (as at 31 Jan 2026).

The current exit price of the BlueEarth Global Impact Credit A Income managed fund is $0.99497 per unit and the current entry price is $0.99497 per unit (as at 31 Jan 2026).

The minimum initial investment amount for the BlueEarth Global Impact Credit A Income managed fund is $50,000. Minimum additional investment is $50000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.