On this mini edition of What Matters, Andrew Pridham AO talks with our Head of Global Credit Solutions Frank Danieli about his new quarterly private credit investor letter released in mid-April titled ‘Predicting rain doesn’t count’. 

Frank dives into March quarter fund performance and explains why at MA Financial when it comes to investing in private credit we build the ark, not predict rain – we focus on portfolio resilience over market forecasts seeking to deliver strong returns through all cycles. Frank and Andrew also share insights into how financial advisers can navigate private credit in the context of volatile equities markets.

Frank’s new quarterly letter is a go-to for regular updates on our Global Credit Solutions fund suite along with expert insights into key themes shaping the private credit landscape. Visit our website for more information https://mafinancial.com/

Equity Trustees Limited (ABN 46 004 031 298) (AFSL 240975) is the responsible entity for the MA Credit Income Trust ARSN 681 002 531 (MA1). Equity Trustees Limited is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). MAAM RE Ltd (MAAM RE) (ACN 135 855 186) (AFSL 335783), is the responsible entity for the MA Priority Income Fund ARSN 648 809 849 (PIF). The information in this podcast has been prepared by MA Investment Management Pty Ltd (MAIM) (ACN 621 552 896) as an authorised representative of MAAM RE to provide you with general information in relation to MAIM’s investment capabilities, including with respect to MA1 and PIF (each a “Fund” and together, “the Funds”). In preparing the information, MAIM has not taken into account the investment objectives, financial situation or particular needs of any particular person. Because of that, before making an investment you should consider the appropriateness of this information having regard to your objectives, situation and needs. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither MAAM RE, MAIM, Equity Trustees nor any of their 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 Product Disclosure Statement (PDS) and Target Market Determination (TMD) for each of the Funds and consider the PDS and TMD before making a decision about whether to invest in any of the Funds. The PDS and TMD for MA1 is available at mafinancial.com/MA1 and mafinancial.com/invest/private-credit for PIF. Neither MAAM RE, MAIM, Equity Trustees nor any MA Financial Group entity guarantees repayment of capital or any particular rate of return from the Funds.

All opinions and estimates included in this podcast constitute judgements of MAIM as at the date of the podcast and are subject to change without notice. Statements contained in the podcast that are not historical facts are based on expectations, estimates, projections, opinions and beliefs of MAIM as at the date of the podcast. Such statements involve known and unknown risks, uncertainties and other factors, and should not be relied upon in making an investment decision. Any references in this podcast to targeted or projected returns of the Funds are targets only and may not be achieved. Investment in the Funds is subject to risk including possible delays in payment or loss of income and principal invested. This information is intended for recipients in Australia only. The address and telephone details for MAAM RE are Level 27, Brookfield Place, 10 Carrington Street, Sydney NSW 2000 and +61 2 8288 5594. Equity Trustees address and telephone details are Level 1, 575 Bourke Street, Melbourne VIC 3000 and +61 3 8623 5000. Equity Trustees and MAAM RE as responsible entities (each a “Responsible Entity”), its related bodies corporate, the Responsible Entity’s directors and employees and associates of each may receive remuneration in respect of advice and other financial services provided by the relevant Responsible Entity. The relevant Responsible Entity has entered into various arrangements with MAIM in connection with the Fund issued by them. In connection with these arrangements MAIM may receive remuneration or other benefits in respect of the financial services it provides.

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