|Latest Return Date|
|Latest 6 Months|
|Latest 12 Months|
|Latest 24 Months (pa)|
|Annualised Since Inception|
The fund is managed by Altor Credit Partners. The investment committee comprises Harley Dalton and Ben Harrison.
The Altor AltFi Income Fund has a track record of 4 years and 7 months and therefore comparison over all market conditions and against its peers is limited. However, the fund has outperformed the RBA Cash Rate + 5% Index since inception in April 2018, providing investors with an annualised return of 11.41% compared with the index's return of 5.77% over the same period.
On a calendar year basis, the fund hasn't experienced any negative annual returns in the 4 years and 7 months since its inception. Over the past 12 months, the fund hasn't had any negative monthly returns and therefore hasn't experienced a drawdown. Since inception in April 2018, the fund's largest drawdown was -0.03%. The fund's maximum drawdown began in March 2020 and lasted only 1 month, with the fund having completely recovered its losses by April 2020.