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

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-%	-%	-%	-%	-%	-%	-%	-%
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 Dec 2025. 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
Fund Name	BlueEarth Global Impact Credit A Income
APIR Code	POL0274AU
Sector/Asset Class	Alternative - Private Debt
Morningstar Rating	Not Rated
Legal Structure	Unknown
Fund Inception	31 Dec 2025
Fund Size	$11719286 million (as at 31 Dec 2025)
Entry Price	$1 (as at 31 Dec 2025)
Exit Price	$1 (as at 31 Dec 2025)
Fund Status	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

What is the objective of the BlueEarth Global Impact Credit A Income managed fund?

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.

What is the strategy for the BlueEarth Global Impact Credit A Income managed fund?

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.

What is the APIR code of the BlueEarth Global Impact Credit A Income managed fund?

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

What was BlueEarth Global Impact Credit A Income’s total return last month?

BlueEarth Global Impact Credit A Income’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

What was BlueEarth Global Impact Credit A Income’s total return for the last three months?

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 Dec 2025.

What is BlueEarth Global Impact Credit A Income’s one-year total return?

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 Dec 2025.

What is BlueEarth Global Impact Credit A Income’s three-year total return?

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 Dec 2025.

What is the asset allocation of the BlueEarth Global Impact Credit A Income managed fund?

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

Alternatives: 100%

International Equities: 0%

Cash: 0%

Fixed Interest: 0%

What sector/asset class does the BlueEarth Global Impact Credit A Income managed fund belong to?

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

What is the size of the BlueEarth Global Impact Credit A Income managed fund?

As at 31 Dec 2025, the size of the BlueEarth Global Impact Credit A Income managed fund was $11719286 million.

What is the inception date of the BlueEarth Global Impact Credit A Income managed fund?

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

What is the current entry price of the BlueEarth Global Impact Credit A Income managed fund?

The current entry price of the BlueEarth Global Impact Credit A Income managed fund is $1 per unit and the current exit price is $1 per unit (as at 31 Dec 2025).

What is the current exit price of the BlueEarth Global Impact Credit A Income managed fund?

The current exit price of the BlueEarth Global Impact Credit A Income managed fund is $1 per unit and the current entry price is $1 per unit (as at 31 Dec 2025).

What is the minimum investment amount for the BlueEarth Global Impact Credit A Income managed fund?

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.

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