Realm is absolute Return-Focused

With deep experience investing in Australian and Global Credit and Fixed Income markets, backed by a 10 year track record.

Realm is
outcome-oriented

Through our philosophy of an outward looking approach underpinned by core market intelligence, gathering processes to deliver the highest returns for our clients.

Strategy design and management is always focused on delivering client outcomes

Management and the investment team utilise a strong quantitative framework to look through the cycle

Growing sustainability , allowing the opportunity to move meaningfully within markets

We understand our role in client portfolios and what is expected of us

Realm Funds

Our range of funds reflect our philosophy of an outward looking approach underpinned by core market intelligence gathering processes to deliver the highest quality returns for investors.

Not sure which fund is right for you?

Realm Short Term Income Fund

Target Return

1.50-2.00% p.a. + RBA Cash Rate

The Realm Short Term Income Fund targets an after fees return of 1.50-2.00% p.a. over the RBA Cash Rate over a rolling three-year period, while seeking to preserve capital.

Realm High Income Fund (Soft Closed)

Target Return

3.00% p.a. + RBA Cash Rate

The Realm High Income Fund targets an after fees return of 3.00% p.a. over the RBA Cash Rate through the market cycle, while seeking to preserve capital.

Realm Global High Income Fund

Target Return

2.50-3.50% p.a. + RBA Cash Rate

The Realm Global High Income Fund AUD targets an after fees return of 2.50-3.50% p.a. over the RBA Cash Rate through the market cycle, while seeking to preserve capital. 

Realm Strategic Income Fund

Target Return

4.75% p.a. + RBA Cash Rate

The Realm Strategic Income Fund – Enduring Units targets an after fees return of 4.75% p.a. over the RBA Cash Rate through the market cycle, while seeking to preserve capital. The Fund may suit investors seeking a high yield return with a moderate to high risk tolerance.
 

Realm Insights

Welcome to Realm Insights, where we share expert insights on market trends and outlook, offering valuable perspectives to help you stay ahead in the ever-changing economic landscape.

Realm Investment Digest Series