Introducing HM2

A global Income Fund

About HM2

Global Income Fund

Introducing HM2, a diversified global income strategy that provides investors access to a diversified portfolio of leading international managers through a single investment.

Designed for investors seeking attractive risk-adjusted returns, HM2 combines institutional-quality manager access, diversified exposure and Hearts & Minds' purpose-driven model.

1

Leading Global Managers

Access six leading specialist managers, each bringing extensive experience across multiple credit cycles

 

3

Better Economics

A simple 1% all-in fee, materially below those usually applied by the underlying managers

5

RETURNS THAT DO MORE

Supporting Australian medical research through annual philanthropic distributions

2

Diversified Credit Exposure

Eight underlying funds across corporate and structured credit, asset-backed finance, special situations and opportunistic long-short strategies

4

Global Opportunity Set

Predominantly North American and European exposure, complemented by selective Australian investments

Six leading managers. Eight funds. Diversified by strategy and geography.

Better economics, proven mandate, lasting impact. HM2 focuses on bespoke debt strategies and providing returns comparable to opportunist credit with low risk diversified debt portfolios.

Australian Private Credit Fund: Directly originated loans to ANZ middle market companies

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Private Credit Corporation: Direct middle markets lending, predominantly US with up to 25% Europe and APAC

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Directional Opportunities Fund: Multi- strategy, credit focused hedge fund harvesting idiosyncratic alpha across credit, equity and macro

Eldridge Diversified Credit Fund II: Predominantly North American diversified credit dynamically allocated across corporate, asset-based and opportunistic strategies

Asset-Backed Finance Fund: Strategy focussed on collateral backed, non-corporate assets offering income downside protection and attractive repayment profiles

Private Debt Fund II: Senior secured loans, ABS & real estate credit across ANZ

Structured Credit Opportunities Fund: Targets persistent inefficiencies and episodic dislocations in asset-backed markets

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Corporate Credit Opportunities Fund: Long/short strategy focusing on opportunistic investing in dislocated corporate credit

$500m - $700m
Target
fund size
‍1% of NTA‍
Philanthropic distribution
1%
All-in
management fee
10%
Target
net return


This is general information only and does not consider your objectives, financial situation, or needs. You should read the relevant offer documents and seek independent financial advice before making any investment decisions. All investments carry risk, including the potential loss of capital. Past performance is not a reliable indicator of future returns. Hearts and Minds Investments Limited is a Corporate Authorised Representative (CAR No. 1317870) of Capital Matters RE Services Limited (AFSL No. 563036).