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.