Stability in
uncertain times
Award-winning strategies, delivering specialised investment solutions.
ABOUT
Welcome to Fortlake
Fortlake Asset Management is an alternative fixed-income and credit specialist that provides institutional expertise in a highly specialised structure. With a focus on generating returns above inflation, we adopt a comprehensive and differentiated approach to fixed-income investment by integrating overlays, arbitrage strategies, credit opportunities, and high-grade bonds.
Investment Philosophy
Specialist Fund Manager
We are a specialist fund manager offering bespoke services and backed by some of the most prominent and internationally recognised institutions in the financial service industry, such as Colonial First State (CFS) and J.P. Morgan. This enables us to provide our clients with institutional infrastructure and capabilities that are only available to some of the largest asset management institutions.
Strategies
World Leading Strategies
Fortlake Real-Income Fund
Minimum 3.5% target return above the current RBA cash rate
Minimum 3.5% target return above the current RBA cash rate
Fortlake Real-Higher Income Fund
Minimum 5% target return above the current RBA cash rate
Minimum 5% target return above the current RBA cash rate
Fortlake Sigma Opportunities Fund
Minimum 7-10% target return above the current RBA cash rate
Minimum 7-10% target return above the current RBA cash rate
Fortlake Sigma Opportunities Fund (Cayman USD)
Minimum 7-10% target return above the US Federal Funds Rate
Minimum 7-10% target return above the US Federal Funds Rate
ESG
Responsible Investing
Fortlake is a PRI Signatory and integrates ESG (Environmental, Social and Governance) factors into its responsible investment process, as we believe ESG factors are vital to credit quality.
Fortlake is committed to responsible investment; Environmental, Social and Governance (ESG) are a standard consideration as part of our investment process. Fortlake is a signatory to the PRI. Fortlake believes that ESG related issues play a critical role in the outlook for overall credit quality.
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