Stable Income Fund

An Opportunity for Income Investors

By 17 September 2021May 9th, 2022No Comments

One area we believe is still not well understood by many investors, but which can offer much-needed stable income, is private credit.

Read our piece featured in Investor Daily magazine.




IMPORTANT NOTICE: This document was prepared by Wentworth Williamson Management Pty Ltd ACN 164 774 814 (WW) in its capacity as the trustee of the Wentworth Williamson Stable Income Fund (Fund) for use only by wholesale clients as defined in sections 761G or 761GA of the Corporations Act 2001 (Cth) (Corporations Act). WW is also the investment manager of the Fund. WW is a corporate authorised representative (Australian Financial Services (AFS) Representative No. 445865) of MZL Nominees Pty Ltd (ACN 642 588 627) which holds AFS Licence No. 526845. Any express or implied advice contained in this document is limited to general advice as defined in the Corporations Act and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. DISCLAIMER: This document does not constitute a recommendation to purchase, redeem or sell any financial product(s). In considering the content of the document, note that past investment performance is not indicative of future investment performance and WW does not provide any assurance that the future performance of the Fund will match past investment performance. Investment income and the return of investor capital are not guaranteed. The Fund is invested into unlisted debt securities which may be illiquid and contain the risk of default by the issuer, as well as other risks, some of which are outlined in the Information Memorandum.
Before making an investment decision based on this document, the reader must consider whether it is personally appropriate in light of their financial circumstances, or should seek financial advice on its appropriateness. Financial conclusions and advice are reasonably held at the time of completion but subject to change without notice. WW assumes no obligation to update this document following publication. Except for any liability which cannot be excluded, WW and each of its officers, employees and professional advisors disclaim all liability for any error or inaccuracy in, misstatement or omission from, this document or any loss or damage suffered by the reader or any other person as a consequence of relying upon it.