Competitive income flow  Downside protection  Credit-enhanced debt assets  Enhanced liquidity

Competitive income flow
Launched in 2017, the Boman Enhanced Income Fund aims to offer competitive income flow and downside protection by investing in credit-enhanced debt assets with improved liquidity. These assets include senior loans, secured loans, mortgages (either first ranking or subordinated), loans secured by assets, bridging loans, insurance bonds or insurance premium financing, invoice financing, bonds, term deposits, cash management trusts and other fixed income managed funds.
7
YEARS OF PROVEN RECORD
$A400M
Accumulated FUM (*as of Oct 2024)
8.28%*
TARGET ANNUAL RETURN
100%
MONTHLY DISTRIBUTION
Platforms
CFS Edge, Bank of Singapore

Income Strategy - AUD

TARGET RETURN
3.08%p.a.*
5.38%p.a.*
7.28%p.a.*
8.28%p.a.*
INVESTMENT TERM
7 Days
3 Months
6 Months
12 Months
DISTRIBUTION FREQUENCY

Monthly

APPLICATION FREQUENCY

Twice per month

MINIMUM INVESTMENT

A$100,000

PRIVATE CREDIT

Good Income

Income Strategy - USD

TARGET RETURN
7.00%p.a.*
INVESTMENT TERM
12 Months
DISTRIBUTION FREQUENCY

Quarter

APPLICATION FREQUENCY

Per month

MINIMUM INVESTMENT

US$100,000

PRIVATE CREDIT

Good Income

*Any offer contained in this product disclosure page is only available for acceptance by Investors who are Wholesale Investors (within the meaning of the Corporations Act 2001 (Cth)) and is NOT available to Retail Investors. *This target return is not a promise or a forecast of future returns. The target return may be altered to reflect changes in market interest rate at any time. Past performance is not a reliable indicator of future performance. The rate of return applicable for any given month is paid at the start of the following month. Subject to the Minimum Investment Term for spcified Class, the Investors may make a withdrawal request to the Trustee by providing at least 7 days’ notice for Class A; at lease 20 business days’ notice for Class B/C/D. The Trustee will process the withdrawal requests every Tuesday and pay the withdrawal proceeds within 2-3 Business Days for Class A; process/proceeds paid within 10 Business Days of the end of the investment term for Class B/C/D. In certain circumstances, it may not be possible for the Trustee to redeem investment within the timeframe specified for specified Class. Withdrawal rights are subject to liquidity and may be delayed or suspended. An investment in the Fund is not a bank deposit, and investors risk losing some or all of their principal investment. For more details, please read the Information Memorandum and Supplementary Information Memorandum available upon request from Boman Group.

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