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  5. Keyview Credit Opportunities Fund - Managed fund profile

Keyview Credit Opportunities Fund - Managed Fund

Fund Objective
The Fund's objective is to deliver a target return of 8-10% per annum over a rolling period of 3 years. The Target Return is calculated before tax has been deducted (if applicable) and after all fees and costs.
Fund Strategy
The Fund intends to invest in a diversified portfolio of private credit investments with the aim of providing predictable and superior risk adjusted returns with a focus on capital preservation and generating long term positive returns.

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 0.76% 2.3% 3.01% 9.09% 10.3% -% -% -%
Growth return 0.76% 0.59% -1.15% -0.35% 0.53% -% -% -%
Income return 0% 1.71% 4.16% 9.44% 9.77% -% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.33% 1.05% 3.11% 4.31% 4.73% 3.74% -0.03% 2.14%
As at 31 Aug 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
0.25%
Australian Equities
0.62%
International Equities
0.02%
Cash
6.60%
Property & Infrastructure
0.02%
Fixed Interest
92.48%

General Information

Fund Details
Type Description
Keyview Credit Opportunities Fund
RSM1066AU
Unconstrained Fixed Income
Not Rated
Investment Fund
1 Jul 2023
n/a
$1.03034 (as at 31 Aug 2025)
$1.03034 (as at 31 Aug 2025)
Open
Offer information
Type Description
MER 1.25% (as at 1 Mar 2024)
Indirect Cost Ratio (ICR) 1.25% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $250,000
Minimum additional investments $100,000

FAQs about the Keyview Credit Opportunities Fund

The objective of the Keyview Credit Opportunities Fund managed fund is The Fund's objective is to deliver a target return of 8-10% per annum over a rolling period of 3 years. The Target Return is calculated before tax has been deducted (if applicable) and after all fees and costs.

The strategy of the Keyview Credit Opportunities Fund managed fund is The Fund intends to invest in a diversified portfolio of private credit investments with the aim of providing predictable and superior risk adjusted returns with a focus on capital preservation and generating long term positive returns.

The APIR code of the Keyview Credit Opportunities Fund managed fund is RSM1066AU.

Keyview Credit Opportunities Fund’s total return last month was 0.76%. This was made up of a growth return of 0.76% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Keyview Credit Opportunities Fund’s total return for the last three months was 2.3%. This was made up of a growth return of 0.59% and an income return of 1.71%%. These returns were calculated as at 31 Aug 2025.

Keyview Credit Opportunities Fund’s one-year total return is 9.09%. This was made up of a growth return of -0.35% and an income return of 9.44%. These returns were calculated as at 31 Aug 2025.

Keyview Credit Opportunities Fund’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 Aug 2025.

The asset allocation of the Keyview Credit Opportunities Fund managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Keyview Credit Opportunities Fund managed fund belongs to the Unconstrained Fixed Income sector/asset class.

As at , the size of the Keyview Credit Opportunities Fund managed fund was $ million.

The Keyview Credit Opportunities Fund managed fund has an inception date of 1 Jul 2023.

The current entry price of the Keyview Credit Opportunities Fund managed fund is $1.03034 per unit and the current exit price is $1.03034 per unit (as at 31 Aug 2025).

The current exit price of the Keyview Credit Opportunities Fund managed fund is $1.03034 per unit and the current entry price is $1.03034 per unit (as at 31 Aug 2025).

The minimum initial investment amount for the Keyview Credit Opportunities Fund managed fund is $250,000. Minimum additional investment is $100000.

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.