Stability in

uncertain times

Award-winning strategies, delivering specialised investment solutions.

Stability in

uncertain times

Award-winning strategies, delivering specialised investment solutions.

ABOUT

Welcome to Fortlake

Fortlake Asset Management is an alternative fixed-income and credit specialist that provides institutional expertise in a highly specialised structure. With a focus on generating returns above inflation, we adopt a comprehensive and differentiated approach to fixed-income investment by integrating overlays, arbitrage strategies, credit opportunities, and high-grade bonds.

ABOUT

Welcome to Fortlake

Investment Philosophy

Specialist Fund Manager

We are a specialist fund manager offering bespoke services and backed by some of the most prominent and internationally recognised institutions in the financial service industry, such as Colonial First State (CFS) and J.P. Morgan. This enables us to provide our clients with institutional infrastructure and capabilities that are only available to some of the largest asset management institutions.

Investment Philosophy

Specialist Fund Manager

Strategies

World Leading Strategies

Fortlake Real-Income Fund
Return Objective: Minimum 3.5% target return above the current RBA cash rate

Fortlake Real-Higher Income Fund
Return Objective: Minimum 5% target return above the current RBA cash rate

Fortlake Sigma Opportunities Fund
Return Objective: Minimum 7-10% target return above the current RBA cash rate