Yarra’s LBO Strategy invests in Australian domiciled leveraged buyout loans and aims to deliver higher, consistent returns than the Bank Bill Index. With more than 25 years’ sector experience, we provide access to opportunities not readily available in bond markets, offering diversification from traditional fixed income asset classes.
Secure income
We seek to generate higher income from a pool of senior secured loans to established businesses in
defensive sectors with strong investor protections.
Uniquely diverse
The strategy offers exposure to investments not typically available in bond markets, enhancing portfolio diversity and minimising downside risk.
Follow the leaders
We lend to well-established businesses with successful track records, strong management teams and significant opportunities for further growth.
| Gross Performance 30 November 2024 |
% per month | % per annum | since inception %p.a1 |
||||
|---|---|---|---|---|---|---|---|
| 1 | 3 | 1 | 3 | 5 | 10 | ||
| Yarra LBO Strategy | NA | 2.40% | 9.43% | 7.47% | 6.53% | NA | 6.20% |
| Bloomberg AusBond Bank Bill Index | NA | 1.11% | 4.41% | 2.82% | 1.81% | NA | 1.81% |
| Relative Return | NA | 1.28% | 5.02% | 4.66% | 4.72% | NA | 4.39% |
Monthly Commentary
Quarterly Commentary
Annual Report
CHART
| Net Performance 30 November 2024 |
% per month | % per annum | since inception %p.a1 |
||||
|---|---|---|---|---|---|---|---|
| 1 | 3 | 1 | 3 | 5 | 10 | ||
| Yarra LBO Strategy | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| RBA Cash Rate | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Relative Return | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Monthly Commentary
Quarterly Commentary
Annual Report
How we invest
Our strategy specialises in investing in senior secured leveraged buyout loans, supporting private equity sponsors to acquire well-established businesses. These businesses benefit from the sponsor’s strategic oversight and assistance, targeting a successful exit within 3 to 5 years. Our detailed review of credit risks and deal terms aims to support the portfolio’s objective of offering attractive, diversified, risk-adjusted returns.
Bespoke construction
We target only the best deals, based on our detailed analysis, to build a portfolio spanning diverse industry sectors, loan sizes and maturities.
Back market leaders
We invest in businesses with strong brands, proven management, significant market share, and consistent track records of earnings and cash flow growth.
Undertake due dilligence
Our rigorous credit analysis and risk assessment identifies premium opportunities and facilitates the construction of a diversified loan portfolio
Investment summary
Inception Date
September 2017
Management Fees
By negotiation
Investment Horizon
Long term 5+ years
Distribution Frequency
Quarterly
Minimum Initial Investment
By negotiation
No. of Holdings
15-40
Investment summary
Inception Date
September 2017
Management Fees
By negotiation
Investment Horizon
Long term 5+ years
Distribution Frequency
Quarterly
Minimum Initial Investment
By negotiation
No. of Holdings
15-40
Senior Portfolio Manager
Leo Leslie
Investment Manager
Rhys Corry
Access opportunities not readily available in bond markets.
Managed by Yarra since 2018, this strategy is available through the UBS Australian Small Companies Fund
Explore
Read the PDS
View the TMD
Additional information
Apply online now
For more information on how to invest in this Fund, please contact your financial adviser.
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