Higher-return

income sleeve

Adds uplift in portfolios 
where income goals extend

beyond traditional credit

Strategic allocation 
for longer horizons

Appropriate for 3–5 year

investors comfortable with 
measured volatility

Complements 
conservative positions

Works alongside lower

risk strategies to balance

risk and return

Access to broader 
credit markets

Offers exposure to sectors

and securities often inaccessible

to retail investors

What is this Fund designed to do?

The Credit Opportunities Fund is designed to deliver a higher return profile by dynamically allocating across the full spectrum of credit. From corporate bonds to structured credit and private market deals, it targets relative value wherever it arises, shifting exposures as markets evolve. This freedom to move is underpinned by the same risk lens and quality 
threshold that defines all Alexander Funds strategies. 

Who is it built for?

This Fund is ideal for investors who are comfortable with a higher conviction approach and accepting some variability in the pursuit of higher income. It suits high-net-worth individuals and long-term investors who understand credit and are seeking an active, higher-yielding alternative to traditional fixed income. For clients looking to diversify their income sources with a more opportunistic sleeve, the Fund offers both access and flexibility. 

Our precision-crafted advantage

The Credit Opportunities Fund brings together broad credit access and measured risk-taking. Each security is selected based on rigorous credit research and relative value assessment. Flexibility is matched by discipline—allowing the portfolio to adapt without compromising on quality. Our team deeply considers every allocation decision, ensuring the Fund reflects the same clarity and purpose that define our broader investment philosophy.

Alexander Funds Management Pty Ltd (ABN 77 136 871 924) (AFSL 476697) (“Alexander Funds”) is the Investment Manager of the Alexander Credit Opportunities Fund (“ACOF” or “Fund”). Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Alexander Credit Opportunities Fund (ARSN 156 026 514).  Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT) and is the Responsible Entity.

Alexander Credit Opportunities Fund's Target Market Determination available here  A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.

This website has been prepared by Alexander Funds Management Pty Ltd ("AF") to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not act on a recommendation or statement of opinion without first considering the appropriateness of the general advice to your personal circumstances or consulting your investment advisor to determine whether the recommendation or statement of opinion is appropriate for your investment objectives, financial situation or needs. Neither AF, Equity Trustees, One Fund Servies nor any of its related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the relevant Product Disclosure Statement before making a decision about whether to invest in any product.

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