Significant opportunities remain for investors in the Australian private debt sector

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Specialist alternatives research firm Evergreen Ratings, has highlighted the increased adoption of private debt as an attractive investment asset class in its latest Ratings Report. “However, this market is increasingly diverse and growing rapidly, so it is not easy to understand its complexities,” notes Angela Ashton, founder and CEO of Evergreen Ratings. “We assess a breadth of investment

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Hybrids remain attractive alternative for income generation

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Hybrids have been a popular choice for many investors over the last decade, producing returns that have been slightly less than equity markets, but with much lower risk. Hybrids are typically issued by financial institutions, including the big banks. They are issued at floating rates and are popular with retail investors because they offer higher

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Evergreen grants “Commended” rating for Elanor Healthcare Real Estate Fund 

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Specialist alternatives research firm Evergreen Ratings has assigned a “Commended” rating to the Elanor Healthcare Real Estate Fund which is forecasting a distribution yield of 7.4% pa in FY2021. The unlisted property fund currently comprises four multi-tenanted healthcare focused properties, with total value of $183.45 million (as at November 2020). The fund is managed by

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Private debt sector back in focus, Evergreen Ratings assigns ‘Commended’ rating to Wentworth Williamson Stable Income Fund

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Specialist alternatives research firm Evergreen Ratings has assigned a “Commended” rating to the Wentworth Williamson Stable Income Fund, saying it has a “very high degree of conviction” that the Fund will deliver on its 6%-plus income target. Wentworth Williamson is a relatively new player in the growing private debt market, with a fund that specialises in funding

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Private debt continues to offer attractive risk-adjusted returns

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Specialist alternative asset ratings firm Evergreen Ratings has nominated Australian private debt as an asset class offering one of the most attractive risk-adjusted return profiles. In a new research report, Evergreen Ratings has given a ‘Commended’ rating to Global Credit Investments’ Commercial Finance Fund, which invests in this sector providing senior commercial debt facilities secured by physical

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Pre-IPO market segment ripe with opportunities for discerning investors

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In an environment of low interest rates and returns, the pre-IPO and small cap equities sector offers high growth opportunities for investors, according to new specialist alternatives Research firm Evergreen Ratings. “The listed market clearly offers attractive growth opportunities but it is the pre-IPO private market that is gaining more attention. The performance of the pre-IPO

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Green energy investments to accelerate in 2021

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The global energy scene is undergoing arguably the greatest transformation in history as the world transitions from reliance on fossil fuels to renewable energy. One direct implication of this phenomenon is the investment opportunity that will increasingly be presented to investors, according to new specialist alternatives Research firm Evergreen Ratings. “Financial advisors will increasingly be called

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Evergreen Ratings vows to bring quality research insights into the complex world of managed funds

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There is a new research house on the block with the launch of Evergreen Ratings, with its specific focus at this stage, to look closely at the closed-ended, wholesale, illiquid and listed investment vehicles offered by Australian and global fund managers to investors in Australia. Evergreen Ratings research will include property syndicates, private equity, venture

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