Unlocking Alpha
KeyInvest Managed Investments (KIMI)A wholesale private credit fund focused on monthly income, capital preservation and diversified exposure to senior secured lending.
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.
Hear more from Ciaran McAssey, Executive Director, and Craig Brooke, CEO & Managing Director of KeyInvest Managed Investments (KIMI):
The gateway to private credit in Australia.
Australia’s private credit market has expanded significantly in recent years. While this has created more opportunities for investors, it has also made manager selection increasingly important as managers compete on two fronts and try to balance the needs of borrowers and investors:
- Managers who acquire investors faster may take on higher credit risk to deploy investor capital quickly.
- Others who originate loans faster may face pressure on investment returns as competition for quality borrowers increases.
KIMI takes an Investor-First approach, employing a process designed to identify managers with a demonstrated focus on capital preservation, disciplined lending practices and responsible risk management.
Over 300 managers competing
in the Australian Private Credit Market
82 managers shortlisted
demonstrating consistent capital preservation
30 managers progressed
through to extensive DD phase
12 managers aligned
with KeyInvest’s investment needs, strategies & ethos
To learn more about the KeyInvest Senior Debt Income Fund, explore the Information Memorandum or get in touch with our team to arrange an investor presentation or discuss the Fund in more detail.
The Fund seeks to provide investors with:
- Regular monthly income from a diversified portfolio of senior private credit investments.
- Exposure to Australian and New Zealand real estate and infrastructure debt markets.
- A strong focus on capital preservation through asset-backed lending strategies.
- Timely communication on important matters affecting the Fund.
The Fund aims to deliver regular monthly income through private credit investments.
- Income is generated from interest earned on underlying loans.
- The portfolio focuses on senior secured lending backed by real assets.
- Diversification across multiple private credit strategies helps support income generation.
- The Fund targets a balance between income generation and capital preservation.
Capital preservation is a key objective of the Fund’s investment strategy.
- Underlying loans are generally secured by first-ranking mortgages over real assets.
- Investments are diversified across multiple portfolio funds and market segments.
- All portfolio fund investments are reviewed and approved by the Investment Committee.
- While measures are taken to manage risk, capital and returns are not guaranteed.
The Fund has a Target Return of RBA Cash Rate + 5% per annum, net of fees and costs and before tax.
- The Target Return is an objective, not a forecast.
- Returns will vary based on market conditions and portfolio performance.
- The Fund is designed to provide regular monthly income.
- Neither capital nor returns are guaranteed.
The Fund is available to wholesale investors only.
- Suitable for investors seeking regular income from private credit investments.
- Provides indirect exposure to a diversified portfolio of senior private credit funds.
- Offers access to opportunities typically not available through traditional cash investments.
- Investors should consider obtaining independent financial, legal and taxation advice before investing.
If you’d like a to arrange an Investor Presentation to get a walk-through of the fund, strategy, and due diligence process, click here to contact [email protected] or download the full IM below.
Learn More
For more information about the KeyInvest Senior Debt Income Fund
- Fill in the form to access the Information Memorandum, or
- Arrange a meeting or investor presentation by contacting [email protected]
Our Team
Chief Executive Officer & Managing Director
Executive Director, Managed Investment Portfolios
Head of Product Innovation, Governance &
Partnerships
