InvestSMART

iPartners Credit Investment - Managed Fund

Fund Objective
To produce an annual yield of around 8 to 10% p.a. (net of fees and costs). Measured over an Investment Horizon of 1 year with a low degree of volatility.
Fund Strategy
To produce an annual yield of around 8 to 10% p.a. (net of fees and costs). Measured over an Investment Horizon of 1 year with a low degree of volatility.

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 0.81% 2.46% 4.95% 10.11% 10.23% 10.27% 10.04% -%
Growth return 0% 0% 0% 0% 0.01% -0.01% 0.36% -%
Income return 0.81% 2.46% 4.95% 10.11% 10.22% 10.28% 9.68% -%
Market index (Morningstar AUD 1M Cash GR AUD)
Total return 0.29% 0.9% 1.88% 4.03% 4.17% 3.92% -% -%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

iPartners Credit Investment
Cash
20%
Fixed Interest
80%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
40.10%
Fixed Interest
6.23%
International Equities
6.14%
Alternatives
47.54%

General Information

Fund Details
Type Description
iPartners Credit Investment (Wholesale)
IPN0768AU
Alternative - Private Debt
Not Rated
Unknown
6 Mar 2020
n/a
$1.04538 (as at 30 Sep 2025)
$1.04538 (as at 30 Sep 2025)
Open
Offer information
Type Description
MER 0.90% (as at 1 Jul 2024)
Indirect Cost Ratio (ICR) 1% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0

FAQs about the iPartners Credit Investment

The objective of the iPartners Credit Investment managed fund is To produce an annual yield of around 8 to 10% p.a. (net of fees and costs). Measured over an Investment Horizon of 1 year with a low degree of volatility.

The strategy of the iPartners Credit Investment managed fund is To produce an annual yield of around 8 to 10% p.a. (net of fees and costs). Measured over an Investment Horizon of 1 year with a low degree of volatility.

The APIR code of the iPartners Credit Investment managed fund is IPN0768AU.

iPartners Credit Investment’s total return last month was 0.81%. This was made up of a growth return of 0% and an income return of 0.81%. These returns were calculated as at 30 Sep 2025.

iPartners Credit Investment’s total return for the last three months was 2.46%. This was made up of a growth return of 0% and an income return of 2.46%%. These returns were calculated as at 30 Sep 2025.

iPartners Credit Investment’s one-year total return is 10.11%. This was made up of a growth return of 0% and an income return of 10.11%. These returns were calculated as at 30 Sep 2025.

iPartners Credit Investment’s one-year total return is 10.27%. This was made up of a growth return of -0.01% and an income return of 10.28%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the iPartners Credit Investment managed fund is :

Cash
20%
Fixed Interest
80%
International Equities
0%
Alternatives
0%

The iPartners Credit Investment managed fund belongs to the Alternative - Private Debt sector/asset class.

As at , the size of the iPartners Credit Investment managed fund was $ million.

The iPartners Credit Investment managed fund has an inception date of 6 Mar 2020.

The current entry price of the iPartners Credit Investment managed fund is $1.04538 per unit and the current exit price is $1.04538 per unit (as at 30 Sep 2025).

The current exit price of the iPartners Credit Investment managed fund is $1.04538 per unit and the current entry price is $1.04538 per unit (as at 30 Sep 2025).

The minimum initial investment amount for the iPartners Credit Investment managed fund is $.

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.