KeyInvest Managed Investments (KIMI) –
Unlocking Alpha
Why We Built KIMI
To further meet and satisfy members’ evolving financial needs, goals and objectives, KeyInvest built KIMI to bring institutional-grade investment discipline to investors, delivered in a practical, outcome-focused format. KIMI combines structure and simplicity, enabling investors to unlock growth, income, and capital protection through a range of purpose-built solutions. Find out by accessing the IM Here:
Provides durable performance through disciplined diversification, clear risk budgets, and transparent reporting, underpinned by life-company governance.
Utilises centralised trading, smart rebalancing, and robust tax and currency management.
Operates as a significant related entity (SRE) of KeyInvest Ltd under the FAR Act, to ensure strong governance, liquidity, and risk control.
Active Alpha
How does KIMI add alpha
Pre- and post-selection, our qualitative overlay captures evolving risks, such as leadership change, mandate drift, or performance asymmetry, ensuring that:
- Portfolios remain aligned with stated investment objectives
- Emerging risks are addressed through watchlists, remediation, or reallocation
Our approach delivers value by:
- Enhancing capital preservation through structural risk detection
- Concentrating exposure in proven, process-driven managers whilst maintaining diversification
- Maintaining flexibility to adapt dynamically to market and manager evolution
Our Red Flag Adjustment and Position Sizing Rules ensure capital is allocated to strength and withdrawn from weakness:
- Red Flag Framework: early identification of structural or governance risks before capital loss occurs
- Dynamic Sizing: conviction-weighted exposure, strongest-rated managers can
represent up to 25–35% of the portfolio, while lower-scoring managers are capped and trimmed automatically. - Continuous Oversight: quarterly reviews and proactive rebalancing maintain
quality and liquidity discipline.
The Investment Landscape
The gateway to private credit in Australia.
Non-Bank Lenders (Private Credit Managers) in Australia are competing daily for the available investors and then facing each other for the available borrowers.
Two things ordinarily eventuate which are observed as:
- Investments are required faster than loans are originated = risk of taking higher credit risks
- Loans are originated faster than available investment flow = resulting in paying away margins to fund loans (viability risk)
Contact Our Team
Speak with our team.
For more information about the KeyInvest Senior Debt Income Fund, send any questions to [email protected] or fill in this form to get access to our complete Information Memorandum.
