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Peer Group Analysis View All»

Index Selector Links	1 Year	3 Year	5 Year
Equity Long - Small/Mid Cap - Australia	-12.65%	10.21%	1.94%
Equity Long - Large Cap - Australia	-0.31%	10.70%	5.74%
Equity Alternative - Australia	-2.44%	9.42%	4.65%
Equity Long - Small/Mid Cap - Global	2.72%	16.59%	5.75%
Equity Long - Large Cap - Global	1.44%	15.46%	7.64%
Equity Alternative - Global	2.75%	12.82%	7.93%
Equity Asia	-3.10%	12.39%	5.06%
Equity Emerging Markets	-3.06%	11.14%	6.27%
Multi-Sector	2.54%	9.26%	5.24%
Alternatives	8.77%	8.98%	7.72%
Digital Assets	-17.06%	19.32%	5.77%
Australian Bonds / Diversified Fixed Interest	2.97%	5.52%	3.26%
Global Bonds / Diversified Fixed Interest	1.72%	5.68%	2.07%
Diversified Private Credit	8.09%	8.96%	7.00%
Property Private Credit	8.21%	9.11%	8.88%
Corporate Private Credit	4.62%	7.12%	6.16%
Real Estate Debt	7.95%	8.31%	7.96%
Property	-6.17%	4.34%	-0.82%
Infrastructure	9.24%	14.11%	9.05%

Hedge Clippings

13 Nov 2026 Hedge Clippings | 13 November 2026 Author: FundMonitors.com

Private credit after Bathla

Last Friday, Hedge Clippings asked how much further the Reserve Bank could squeeze the economy after its fifth rate rise of the year.

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13 Nov 2026 - Hedge Clippings | 13 November 2026

By: FundMonitors.com

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Hedge Clippings | 13 November 2026

Private credit after Bathla

Last Friday, Hedge Clippings asked how much further the Reserve Bank could squeeze the economy after its fifth rate rise of the year. This week's housing figures show how much borrowers had already pulled back before that latest rise. But first, a question closer to home. If a loan in your private credit fund gets into trouble, how long will it take before you find out?

ASIC's second major review of private credit, released on Tuesday, looked at 24 retail and wholesale funds managing a combined $18 billion. A year after their first report, ASIC is still finding opaque fees, poor disclosure and shortcomings in the way funds are sold and conflicts are managed. Where a fund lends through several entities or invests through other funds, investors can struggle to see who ultimately owes the money. And the management fee on the front page tells you only so much if the manager or a related entity also earns fees from the borrower.

On Monday, ASIC issued interim stop orders against two Angas Securities funds. Its concerns related to disclosure of Angas Securities' financial position in both funds and exposure to Bathla in one of them, the Angas Prime Income Fund. ASIC also announced a separate investigation into Bathla's collapse. For investors, the practical question is what a manager tells them between one monthly report and the next, particularly when a borrower misses a payment, asks for an extension or can no longer refinance.

As we've previously stated, not all private credit is the same. FundMonitors has recently split Private Credit funds into three peer groups based on the underlying asset being financed either Property Development, Corporate, or for those with a mixture of underlying, Diversified Private Credit.

A loan to a property developer may depend on the project being completed and sold. A loan to an established business may depend on whether it generates enough cash to service the debt. Both can pay investors a regular income, and both can go wrong in different ways.

We're grouping funds by what they lend to so that investors can make more meaningful comparisons. However, within each group, the investor still needs to know who reviews the valuations, how much is ultimately lent to the same borrower or group, and what happens when more investors want their money back than the fund can readily pay.

A regular distribution can make a fund feel predictable. It's worth asking how much of that distribution comes from interest actually collected, how much interest has been added to loan balances, and who decides when those balances need to be marked down. The answers matter even to investors who are happy to leave their money in the fund. A valuation affects the price at which everyone else comes in or goes out.

Cheaper houses, dearer mortgages

If Jim Chalmers was looking for evidence that property investors are pulling back, Wednesday's ABS figures provided it. The value of new investor housing loan commitments fell 32.3% in the September quarter. New owner-occupier lending fell 5.3%, and first-home buyer lending fell 8.0%. Those figures cover the three months to September, before the RBA lifted the cash rate to 4.85% last week.

NAB now puts combined capital-city dwelling values 8.1% below their March peak and is forecasting a 14% fall from peak to trough, up from its previous estimate of 11%. The government can point to lower prices and less competition from investors as good news for first-home buyers and housing affordability. For anyone trying to get a loan, though, the price on the listing is only half the calculation. A lower purchase price helps with the deposit. Higher mortgage rates can still put the repayments beyond reach. And the September figures capture a period of both higher rates and housing tax changes, which makes it hard to say how much of the fall belongs to either.

That covers first homebuyers. However, those with an existing mortgage face a different issue depending how long they've been in the market, and how much they owe. Falling property prices, particularly if they have fallen into negative equity will cause both the borrower and the lender some level of nervousness. For those existing owners without mortgage stress, falling property prices are still unlikely to leave them happier than they were.

Albanese and Chalmers are probably feeling the same.

There's little sign of relief heading into Christmas. The Westpac-Melbourne Institute consumer sentiment index fell to 78.2, the lowest in four years, and more than 70% of respondents expected mortgage rates to rise further over the next year. NAB's business survey found weaker forward orders, with input costs still rising faster than selling prices. Put yourself in the shoes of a retailer who ordered stock for Christmas. Customers are watching their budgets, suppliers are still putting prices up, and there's only so much of the difference you can absorb.

The political temptation will be to take credit for lower house prices and leave the higher mortgage repayments to Michele Bullock. For a household deciding whether it can afford to buy, both numbers go into the same spreadsheet.

The RBA still expects inflation to take until mid-2028 to return to the midpoint of their 2-3% target. Next Tuesday we'll get the minutes of their recent split decision meeting, then wages on Wednesday and jobs on Thursday. The minutes will tell us more about how the Board weighed the risks when it raised rates, but not who voted which way. The jobs figures may tell us more about what it has to weigh next time. If unemployment starts rising faster while inflation stays stubborn, the RBA's next decision in December will be an uncomfortable one.

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6 Nov 2026 Hedge Clippings | 06 November 2026 Author: FundMonitors.com

Five hikes, three dissenters and a canary The Melbourne Cup wasn't the only contest on Tuesday. At the Reserve Bank, six members voted to raise the cash rate and...

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6 Nov 2026 - Hedge Clippings | 06 November 2026

By: FundMonitors.com

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Hedge Clippings | 06 November 2026

Five hikes, three dissenters and a canary

The Melbourne Cup wasn't the only contest on Tuesday. At the Reserve Bank, six members voted to raise the cash rate and three wanted to leave it alone. The majority won, taking the cash rate to 4.85% with the fifth rise this year. For mortgage holders and small businesses, the result was unwelcome. For anyone wondering what happens next, the three dissenters may be the most interesting part of the decision.

Annual inflation reached 4.3% in September, comfortably ahead of the RBA's 2-3% target range. As for why, it depends on whom you listen to. Jim Chalmers called the Middle East war the main reason for the latest increase in inflation, while acknowledging other pressures. He pointed to slower growth in public demand and rejected the suggestion that the Albanese government's budgets were pushing inflation higher. He also promised more savings in December's budget update. The test will be how much those savings amount to after new spending is counted.

Michele Bullock was more direct about what the Bank can and can't do. Raising rates won't bring down the world oil price. The RBA is tightening because it judges that demand at home is still running ahead of what the economy can supply. Those pressures predated the war, which is why the Bank began lifting rates in February. And in Bullock's arithmetic, public and private demand both count. As for who should do what: "Independence is a two-way street." She won't tell the government how to run the budget, and the government doesn't get to set interest rates.

Fair enough. But independence doesn't absolve Canberra of responsibility for the demand its decisions create. Commonwealth cash payments reached 26.9% of GDP in 2025-26, the highest share since the pandemic, even as the deficit came in smaller than forecast. Chalmers is entitled to point out that public demand grew more slowly. Slower growth and a high level of spending can coexist. Neither figure tells us how many rate rises Canberra is responsible for, but both belong in the discussion.

So what next? The RBA expects headline inflation to peak at 4.5% in the December quarter. It doesn't expect inflation back at the top of the band until late 2027, or at the 2.5% midpoint until around mid-2028. That distinction matters. So does the risk that businesses start setting prices, and workers start negotiating wages, on the assumption that inflation of 3-4% is here to stay.

The three who voted to hold put more weight on falling house prices, rising unemployment and the time it takes for previous increases to work. To households cutting spending and small businesses facing higher financing costs and fewer customers, it may already feel like a recession. The latest quarterly GDP figures don't establish one, and the RBA's central forecast doesn't anticipate one. The risk is that by the time we know what five hikes have done, it will be too late to undo the last one.

Housing is where the slowdown is easiest to see. Cotality's national index fell 1.2% in October, its seventh consecutive monthly decline, with Brisbane down 2.0% and Perth 1.7%. Higher rates were already squeezing borrowing capacity when May's changes to negative gearing and capital gains tax added pressure to investor demand. A cheaper house may help with the deposit, but it's hard to celebrate improved affordability if the bank will lend you less and the repayments still stretch the household budget. For existing owners watching their equity shrink, there's even less reason to cheer. Neither makes for confident consumers.

Meanwhile, American voters handed the Democrats control of both the House and the Senate. What Donald Trump does next on Iran or Ukraine is anyone's guess. Investors had a clearer view on one question: how much they were willing to pay for the AI boom. On Thursday the Nasdaq-100 fell 6.36%, while the broader Nasdaq Composite fell 5.52%. Concerns that newly elected lawmakers and governors might slow data centre approvals helped drive the sell-off, alongside weakness in chip stocks. An election result doesn't cancel a building program, but it can change what investors are prepared to pay for it.

Was Firmus the canary? The Australian data centre operator shelved its proposed $5 billion ASX float last month and turned to private funding. One pulled float doesn't tell us the AI buildout is over. But the RBA is counting on strong data centre investment to support Australian growth while household spending and housing soften. That makes the question rather more relevant than whether we missed out on a float: what happens to the growth forecast if investors stop writing the cheques?

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30 Oct 2026 Hedge Clippings |30 October 2026 Author: FundMonitors.com

The Melbourne Cup and the Reserve Bank share a Tuesday, with another rate rise looking the shorter-priced bet. September inflation of 4.3% has lifted the odds of a fifth...

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30 Oct 2026 - Hedge Clippings |30 October 2026

By: FundMonitors.com

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Hedge Clippings | 30 October 2026

The Melbourne Cup and the Reserve Bank share a Tuesday, with another rate rise looking the shorter-priced bet. September inflation of 4.3% has lifted the odds of a fifth increase this year as high as 90%. Elsewhere, central banks are taking different paths.

The Cup Day squeeze: inflation at 4.3% makes the Reserve Bank Tuesday's shortest priced runner.

Headline inflation has swung with oil, whilst underlying inflation has crept higher and stayed there.

Australians looking for a Melbourne Cup tip next Tuesday may find the shortest odds attached to the Reserve Bank. Unfortunately for borrowers, any winnings from backing another rate rise may already be spoken for by the next mortgage repayment. Wednesday's inflation figures left the RBA with little comfort. Annual headline inflation rose to 4.3% in September from 4.0% in August, with prices up 0.8% in the month. Housing, up 5.2% over the year, was the largest contributor. The quarterly trimmed mean rose 1.0%, above the 0.8% in the Bank's August forecasts, taking the annual rate to 3.7%. Inflation in every capital city is above the 2% to 3% target band, ranging from 4.0% in Melbourne to 5.3% in Hobart. Fuel remains a large part of the problem, rising 9.4% in September and 23.6% over the year. But the pressure is broader: services inflation is 4.1% and non-tradables inflation is 4.5%. An expensive tank of petrol is painful enough; persistent increases across the household budget are harder for both borrowers and the RBA to absorb.

Markets lifted the probability of a November rise from around 60% before the release to between 85% and 90% afterwards. All four major banks now expect a 25 basis point increase to 4.85%, the fifth rise this year and the highest cash rate since late 2008. Governor Michele Bullock told Senate Estimates that inflation remained far too high and supply shocks could not be ignored entirely. She also pointed to strong investment in data centres and renewable energy, while weak productivity limits how quickly the economy can grow without adding to inflation.

Treasurer Jim Chalmers defended the government's fiscal position, pointing to the Middle East conflict and stronger private investment. Four of every five dollars of demand are private, he noted. Treasury Secretary Jenny Wilkinson said real government spending grew 1.3% over the latest year, against a median of 2.9% this century. Those are relevant distinctions, but inflation responds to total demand relative to supply. Public spending still matters at the margin, especially where it adds demand before expanding productive capacity. Tuesday's race will be over in a few minutes. The interest rate decision will stay with household budgets rather longer. For Mr Albanese and Dr Chalmers, each month of stubborn inflation makes the promise of relief harder to sell.

With another rise largely priced in, the new Statement on Monetary Policy deserves close attention. August's forecasts put December headline inflation at 3.6%, and the trimmed mean at 3.3%. If the revisions leave underlying inflation above 3% well into 2027, investors will need to consider how income funds, property holdings and fixed-rate bonds would fare with the cash rate near 5% for longer.

Spring stalls: sales fall 20.9%, stock builds and borrowing power shrinks by about $90,000.

The spring market is not being swamped by sellers, it is simply not clearing.

September home sales fell 20.9% from a year earlier to 39,747, while median selling time rose from 26 to 41 days. New listings fell 7.9%, yet advertised stock increased 19.1%. Homes are taking longer to clear.

National values are 5.2% below their March peak, and Sydney is 8.6% below its February high. Four rate rises have also reduced a median income household's borrowing capacity by about $90,000, or 9%. Lower prices do not necessarily make a purchase easier to finance.

Slower sales deserve particular attention in property lending. Development loans often rely on completed homes being sold to repay principal. When selling times lengthen, interest continues to accrue, and repayment may arrive later than the lender expected, even if the eventual sale price holds up.

Central banks take different paths as Australian rate expectations support the dollar.

Australia already has the highest policy rate of the six, and is the most likely to lift it next.

The Fed held at 3.75% to 4.00% by ten votes to two. US growth of an annualised 3.4%, PCE inflation of 3.6% and core PCE of 3.1% strengthened expectations of further tightening. Markets put the chance of a December rise at 83% to 86%. Canada raised rates 25 basis points to 2.50%, while the ECB held at 2.50%. The Bank of Japan is expected to hold at 1.25%. New Zealand surprised markets by holding at 2.75%, pushing the Australian dollar above NZ$1.26.

Australia's relatively high rates support the currency. A stronger dollar reduces the local value of unhedged overseas holdings, making currency exposure an important consideration for global equity and credit investors.

December remains a focus for several major central banks, but Tuesday's RBA guidance could move Australian markets sooner. If the Governor leaves further rises firmly on the table, Australian short-dated yields could move higher relative to US yields. That difference matters for bond returns and the currency, although rate expectations are only one influence on exchange rates.

Oil stays high as markets weigh developments in China, Europe and the Americas.

The EIA expects oil to fall by about a third by late 2027, but Australian inflation forecasts cannot bank on it.

Brent settled at US$115.32 on Wednesday, almost double its level at the start of the year. JPMorgan attributes part of the price to a geopolitical premium over a fundamental value nearer US$94. OPEC+ is expected to leave December output targets unchanged on Sunday. China's Fifth Plenum offered little on stimulus. Saturday's manufacturing PMI should give Australian resources investors a clearer indication of demand. Germany's Ifo index rose for a sixth month to 90.2, although assessments of current conditions weakened.

Brazil's Ibovespa fell 13.88% after Lula won a fourth term, illustrating the risk of positioning around an expected political outcome.

Oil prices and AI investment are adding to inflation pressure even as household demand slows. Interest rates cannot directly resolve either, but central banks still have to consider their effects on broader spending, wages and inflation expectations.

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Insights and Fund News
Videos & Recordings

13 Nov 2026 Performance Report: Glenmore Australian Equities... Author: FundMonitors.com

The Glenmore Australian Equities Fund has returned +15.61% per annum since its inception in June 2017, an outperformance of +6.75% relative to the ASX 200 Total Return...

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13 Nov 2026 How APRA Built an Unquestionably Strong... Author: Seed Funds Management

This article outlines how the Australian Prudential Regulation Authority (APRA) has built an "unquestionably strong" banking system, providing a robust foundation for...

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13 Nov 2026 El Niño, global warming and war: A perfect storm... Author: Redwheel

The current El Niño event -- potentially the most intense on record -- could compound the effects of war and climate change on the production of essential commodities and...

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12 Nov 2026 Six private credit checks advisers should not skip Author: Princeton Financial Services

Private credit has become one of Australia's fastest-growing investment sectors, offering investors access to income opportunities outside traditional bank lending.

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11 Nov 2026 Performance Report: Cyan C3G Fund Author: FundMonitors.com

The Cyan C3G Fund has delivered positive returns 78% of the time since inception in August 2014, in months when the market was positive.

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11 Nov 2026 Stagnation Might Be OK At This Point Author: Yarra Capital Management

Notwithstanding those somewhat 'sanguine' thoughts, it's worth noting that the composition of the Australian equity market (ASX 200) actually maps very differently to...

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10 Nov 2026 Performance Report: Airlie Australian Share Fund... Author: FundMonitors.com

The Airlie Australian Share Fund Active ETF (ASX:AASF) rose by +2.76% in October, outperforming the ASX 200 Total Return benchmark by +1.38%. Since its inception in June...

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10 Nov 2026 Insights from the US Author: Airlie Funds Management

Emma Fisher attended the Goldman Sachs 'Communacopia' technology conference in San Francisco in September with panel sessions from, among others, OpenAI, Nvidia, SpaceX and...

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9 Nov 2026 Australian Secure Capital Fund - Property Update Author: Australian Secure Capital Fund

Australia's ongoing decrease in home values has continued in September, with national dwelling values decreasing by 1.1%, marking the sixth straight monthly fall. Since the...

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6 Nov 2026 The next AI bottleneck: Power, permits and public... Author: Janus Henderson Investors

The rapid expansion of AI infrastructure depends on more than capital and chips. As power availability, water resources, permitting, regulation and community support become...

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5 Nov 2026 Luxury on sale: opportunity or value trap? Author: Magellan Investment Partners

Luxury's sell-off looks mostly cyclical, and the best houses are on sale. (3-minute read)

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2 Nov 2026 Expert analysis on what the RBA will do tomorrow,... Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management.

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2 Nov 2026 Manager Insights | East Coast Capital Management Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at East Coast Capital Management.

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26 Oct 2026 Airlie Australian Share Fund quarterly update Author: Airlie Funds Management

Portfolio Managers Emma Fisher and Ray David provide a quarterly update on the Airlie Australian Share Fund.

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26 Oct 2026 - Airlie Australian Share Fund quarterly update

By: Airlie Funds Management

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Airlie Australian Share Fund quarterly update

Airlie Funds Management

October 2026

(Viewing time: 22 mins)

Portfolio Managers Emma Fisher and Ray David provide a quarterly update on the Airlie Australian Share Fund. Emma discusses the market volatility that continued through the period, including the September sell-off as global bond yields spiked, and explains the decision to re-enter CSL in August. She also shares her takeaways from a recent US trip, including the AI infrastructure build-out, pressure on interest rate-sensitive sectors and the case for patience with cyclicals such as James Hardie. Ray presents the investment case for the new position in Dyno Nobel and outlines Airlie's view on the Firmus IPO.

Key takeaways

Emma believes single-stock volatility is here to stay. After an AI-driven repricing in February and a calmer August, the ASX 200 fell 2.4% in September as global bond yields spiked, and the portfolio fared worse as cyclical winners such as resources pulled back.
CSL was re-entered in early August after being exited earlier in the year. Anecdotal feedback from various quarters suggested CSL had turned the corner in immunoglobulin (IG), which generates approximately 40% of its revenue.
Dyno Nobel is a new position, supported by tight supply, improving demand, a growing defence earnings stream and a refreshed management team. Its $800 million EBIT target for 2031 implies a multiple of about 10 times, compared with 16-17 times for the average industrial.
Emma's US trip showed AI-related capex is largely insensitive to interest rates, while consumers and rate-sensitive sectors are under pressure. Airlie remains patient on cyclicals such as James Hardie, where earnings can recover strongly when the cycle turns.

Funds operated by this manager:

Airlie Australian Share Fund Active ETF (ASX:AASF)

Important Information:

This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 trading as Airlie Funds Management ('Airlie') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to an Airlie financial product or service may be obtained by calling +61 2 9235 4760 or by visiting www.airliefundsmanagement.com.au.

Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of an Airlie financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.

This material may include data, research and other information from third party sources. Airlie makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Airlie. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Airlie will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material.

Any third party trademarks contained herein are the property of their respective owners and Airlie claims no ownership in, nor any affiliation with, such trademarks. Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Airlie.

15 Oct 2026 Manager Insights | Princeton Financial Services Author: FundMonitors.com

Chris Gosselin, CEO of Fundmonitors.com, speaks with Craig Anderson, Executive Director at Princeton Financial Services.

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6 Oct 2026 AI, Inflation and a record IPO: Decoding the ASX... Author: Magellan Investment Partners

What did the latest reporting season reveal about the state of the Australian share market, and could the ASX's potentially biggest IPO in decades, Firmus Technologies,...

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6 Oct 2026 - AI, Inflation and a record IPO: Decoding the ASX reporting season

By: Magellan Investment Partners

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AI, Inflation and a record IPO: Decoding the ASX reporting season

Magellan Investment Partners

September 2026

(Listening time: 30 mins)

What did the latest reporting season reveal about the state of the Australian share market, and could the ASX's potentially biggest IPO in decades, Firmus Technologies, reshape the picture?

In this episode of In The Know, Magellan's Head of Distribution, Mark Burgess, is joined by Ray David, Portfolio Manager, and David Meehan, Investment Analyst, from Airlie Funds Management to unpack the results and the forces shaping the ASX.

They breakdown why Airlie remains cautious on the banks, the companies that stood out for the right, and wrong reasons, and where market reactions may be creating opportunities for long-term investors. They also explore the impact of the global AI capital cycle, persistent inflation and higher interest rates, and whether the shifts seen this reporting season represent something more enduring than short-term market noise.

Funds operated by this manager:

Vinva Global Alpha Fund - Active ETF (ASX: V1AC) , Vinva Australian Equity Fund , Vinva Australian Alpha Extension Fund , Vinva Global Alpha Extension Fund - Class A , Magellan Infrastructure Fund , Magellan Global Opportunities Fund No.2 , Magellan Infrastructure Fund (Unhedged) , Magellan Core Infrastructure Fund , Magellan Global Opportunities Fund Active ETF (ASX:OPPT)

Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 trading as Magellan Investment Partners ('Magellan Investment Partners') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to a Magellan Investment Partners financial product may be obtained by calling +61 2 9235 4888 or by visiting www.magellaninvestmentpartners.com

Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan Investment Partners financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.

This material may include data, research and other information from third party sources. No guarantee is made that such information is accurate, complete or timely and no warranty is given regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan Investment Partners or the third party responsible for making those statements (as relevant). Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Magellan Investment Partners will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material.

Any third-party trademarks contained herein are the property of their respective owners and Magellan Investment Partners claims no ownership in, nor any affiliation with, such trademarks. Any third-party trademarks contained herein are the property of their respective owners, are used for information purposes and only to identify the company names or brands of their respective owners, and no affiliation, sponsorship or endorsement should be inferred from such use. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan Investment Partners. (080825-#W17)

2 Oct 2026 The AI data centre backlash: can the boom survive... Author: abrdn

AI needs data centres. How can they be built in a way that works for communities as well as investors?

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14 Sep 2026 What the headlines are missing on private credit Author: Magellan Investment Partners

Asset-backed credit is a well-established part of Australia's lending market, but it operates quite differently from corporate and real estate private credit that has...

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14 Sep 2026 - What the headlines are missing on private credit

By: Magellan Investment Partners

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What the headlines are missing on private credit

Magellan Investment Partners

August 2026

(Viewing time: 30 mins)

Asset-backed credit is a well-established part of Australia's lending market, but it operates quite differently from corporate and real estate private credit that has attracted much of the recent attention.

In this episode of In The Know, Simon Brinsmead from Barrenjoey is joined by Eric Williamson, Head of Private Credit Investments and Eva Zileli, Senior Fund Manager, Credit, from Barrenjoey Private Capital.

They explain how asset-backed lending works, the residential mortgages and other financial assets underpinning these investments, and the layers of protection built into securitisation structures. They also examine Australia's non-bank lending sector, how they assess credit quality and risk, and the role asset-backed credit can play within a diversified portfolio.

Funds operated by this manager:

Vinva Global Alpha Fund - Active ETF (ASX: V1AC) , Vinva Australian Equity Fund , Vinva Australian Alpha Extension Fund , Vinva Global Alpha Extension Fund - Class A , Magellan Infrastructure Fund , Magellan Global Opportunities Fund No.2 , Magellan Infrastructure Fund (Unhedged) , Magellan Core Infrastructure Fund , Magellan Global Opportunities Fund Active ETF (ASX:OPPT)

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Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan Investment Partners financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.

This material may include data, research and other information from third party sources. No guarantee is made that such information is accurate, complete or timely and no warranty is given regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan Investment Partners or the third party responsible for making those statements (as relevant). Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Magellan Investment Partners will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material.

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