Realm Investment House

Realm is absolute Return-Focused

With deep experience investing in Australian and Global Credit and Fixed Income markets, backed by a 13 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.

Realm Funds

The growth of our Funds has been underpinned by their ability to meet the stated objectives of their investment strategies for over a decade. This has been driven by a fundementally oriented, largely contrarian investment approach, supported by a comprehensive range of qualitative tools.

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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 is absolute Return-Focused

Realm is
outcome-oriented

Realm Funds

Want to know more?

Realm Short Term Income Fund

Target Return

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

Realm High Income Fund (Soft Closed)

Target Return

3.00% p.a. + RBA Cash Rate

Realm Global High Income Fund

Target Return

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

Realm Strategic Income Fund

Target Return

4.75% p.a. + RBA Cash Rate

Realm Insights

Realm Investment Digest Series

Realm Global High Income Fund

We're excited to announce the recent launch of our new global credit strategy, the Realm Global High Income Fund AUD. Join us in this short clip as Portfolio Manager Adrian Chow introduces the fund.

Hidden Credit Enhancement

Extracting value through hidden credit enhancement in private markets. Join us in this short clip as Robert Camilleri explains how it's done.

Private Credit

Private Credit as an asset class can take many different shapes and sizes. Are you compensated appropriately for the risk on offer? Dial in to this short clip as our Structured Credit Portfolio Manager, Theodore Calligeris, explains what this asset class might look like.

Trading financials over the past year

Multiple bank failures have provided once in a cycle opportunities for contrarian investors to benefit. Join us in this short clip as Associate Portfolio Manager Anthony Choi gives some insight into what it's been like trading financials over the past year.

How we gained comfort over Deutsche Bank post Credit Suisse failure

Why were we comfortable with Deutsche Bank during the Credit Suisse collapse? Tune into this short clip as Anthony Choi explains how failure in one of the world’s largest banks presented an opportunity in the AT1 market.

Where are we finding value in the CLO market?

Extracting value from the CLO market has proven a challenge in recent times. Tune in to this short clip as Portfolio Manager Matthew Sleight explains how we're getting it done.

European CLO’s vs US CLO’s

European CLO's vs US CLO's. What's the difference? Join us in this short clip as Portfolio Manager Matthew Sleight breaks it down.

How has the Global High Income Fund used CLO’s over the past year?

Portfolio Manager, Matthew Sleight explains how CLO's have played a role in the Global High Income Fund over the past year, and why we prefer them compared to direct loans.

Better credit rating doesnt necessarily mean lower risk

A better credit rating doesn't always equate to lower risk. Join us in the short clip, as Portfolio Manager of the Realm Short Term Income Fund, Myron Ithayaraj, explains why.

Any Questions?

Realm is absolute Return-Focused

Realm is outcome-oriented

Realm Funds

Want to know more?

Realm Short Term Income Fund

Target Return

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

Realm High Income Fund (Soft Closed)

Target Return

3.00% p.a. + RBA Cash Rate

Realm Global High Income Fund

Target Return

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

Realm Strategic Income Fund

Target Return

4.75% p.a. + RBA Cash Rate

Realm Insights

Realm Investment Digest Series

Realm Global High Income Fund

We're excited to announce the recent launch of our new global credit strategy, the Realm Global High Income Fund AUD. Join us in this short clip as Portfolio Manager Adrian Chow introduces the fund.

Hidden Credit Enhancement

Extracting value through hidden credit enhancement in private markets. Join us in this short clip as Robert Camilleri explains how it's done.

Private Credit

Private Credit as an asset class can take many different shapes and sizes. Are you compensated appropriately for the risk on offer? Dial in to this short clip as our Structured Credit Portfolio Manager, Theodore Calligeris, explains what this asset class might look like.

Trading financials over the past year

Multiple bank failures have provided once in a cycle opportunities for contrarian investors to benefit. Join us in this short clip as Associate Portfolio Manager Anthony Choi gives some insight into what it's been like trading financials over the past year.

How we gained comfort over Deutsche Bank post Credit Suisse failure

Why were we comfortable with Deutsche Bank during the Credit Suisse collapse? Tune into this short clip as Anthony Choi explains how failure in one of the world’s largest banks presented an opportunity in the AT1 market.

Where are we finding value in the CLO market?

Extracting value from the CLO market has proven a challenge in recent times. Tune in to this short clip as Portfolio Manager Matthew Sleight explains how we're getting it done.

European CLO’s vs US CLO’s

European CLO's vs US CLO's. What's the difference? Join us in this short clip as Portfolio Manager Matthew Sleight breaks it down.

How has the Global High Income Fund used CLO’s over the past year?

Portfolio Manager, Matthew Sleight explains how CLO's have played a role in the Global High Income Fund over the past year, and why we prefer them compared to direct loans.

Better credit rating doesnt necessarily mean lower risk

A better credit rating doesn't always equate to lower risk. Join us in the short clip, as Portfolio Manager of the Realm Short Term Income Fund, Myron Ithayaraj, explains why.

Any Questions?

Realm is
outcome-oriented