The Wingate Property Senior Debt Fund (WPSD) leverages Wingate’s multi-decade property expertise, delivering strong, risk-adjusted returns secured by highly attractive debt investments.

Launched a year ago, the WPSD Fund provides investors exposure to portfolio comprised solely of first-ranking, senior secured property debt, the Fund targets a 6%-8% p.a. return with monthly distributions.

WPSD has so far delivered co-investors a return of 6.5% p.a. and expects the return to continue to build toward the top end of the target range (6-8% p.a.) based on broader interest rate movements.  

THE WPSD Fund, the first Wingate product to participate in the SQM rating process, was awarded 4 stars (out of a possible 5) with a ‘Superior’ status.

This status, in SQM research’s view, states that “the Fund has an appreciable potential to outperform over the medium-to-long term. Historical performance has tended to be meaningful. PDS (Product disclosure statement) compliance processes are strong. There are very little to no corporate governance concerns. Management is of a high calibre.”

“SQM Research’s rating is an endorsement for Wingate’s unique investment process as the appetite in the market for private debt opportunities continues to increase. In a rising interest rate environment, private debt provides investors with an inflation hedge and more stability in their investment portfolio,” said Michael Sack, Managing Director Wingate Funds Management.

“We are seeing a renewed level of caution and focus on risk due diligence from investors. In the current environment, this means the Wingate track record and process is seen particularly attractive and we have created additional capacity in our products to meet this demand.”

This means all our current Wingate funds – the flagship $1bn Wingate Investment Partners Trust; our Wingate Corporate Credit Series; and the Wingate Property Senior Debt Fund; are all seeing increased inflows,” he said.

“After almost 20 years of private debt investment; we remain confident that current market volatility provides a particularly opportune time for investors to consider private debt.”

Reflecting on the acknowledgement, Founder of Wingate and Executive Chairman Farrel Meltzer said that the rating was testament to the risk mitigation processes that have defined Wingate.

“Our approach, keeping our co-investors at the centre of all that we do, has been and continues to be core to the Wingate Way. This SQM Research rating is testament to the deep insights from our team; the quality of our risk and originations professionals; and the complete alignment we have with our co-investors.”

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Farrel Meltzer

Investment House Wingate has announced it has become a signatory to the Principles for Responsible Investment (PRI), an international network promoting sustainable investment through the incorporation of environmental, social and governance (ESG) considerations into decision-making.

Wingate’s PRI membership cements the firm’s dedication to responsible investment practices, recognising that ESG considerations are becoming of greater importance to a broad range of stakeholders, including business partners, co-investors, and staff.

“Our purpose at Wingate is to enlarge and enrich the lives of all of whom we come into contact,” said Farrel Meltzer, Wingate Founder and Executive Chairman.

The Wingate Way – patience, knowledge, risk mitigation, partnership, and alignment, has directed our investment decisions for almost two decades. Becoming a PRI signatory formalises our commitment to ESG considerations when assessing investment opportunities.”

David Atkin, CEO at the Principles for Responsible Investment, said: “We’re pleased to welcome Wingate as a signatory to the PRI. Responsible investment integration is a vital component across every stage and area of the investment decision making process, including in real estate, a sector which has significant potential to impact on core ESG issues. We look forward to working with Wingate on this important area.”

The UN Principles for Responsible Investment, to which Wingate is now a signatory, are:

• Principle 1: We will incorporate ESG issues into investment analysis and decision-making processes.
• Principle 2: We will be active owners and incorporate ESG issues into our ownership policies and practices.
• Principle 3: We will seek appropriate disclosure on ESG issues by the entities in which we invest.
• Principle 4: We will promote acceptance and implementation of the Principles within the investment industry.
• Principle 5: We will work together to enhance our effectiveness in implementing the Principles.
• Principle 6: We will each report on our activities and progress towards implementing the Principles.

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