Private Credit Investments
Sustainable Income Through Disciplined Private Lending

Private credit provides investors with access to lending opportunities outside traditional public debt markets. These investments are typically privately negotiated and may be secured against property, business assets or other forms of collateral.

Private Credit Investments
How Private Credit Differs From Traditional Lending

Supporting Diversified Portfolios Through Private Credit Investments

Traditional bank lending is generally focused on standardised lending criteria and regulatory capital requirements.

Private credit provides access to privately negotiated lending arrangements where loan structures, security and repayment terms may be tailored to the specific transaction and agreed between the parties.

This flexibility allows private credit to complement traditional sources of finance while providing investors with access to opportunities that may not be available through public debt markets.

Private Credit Overview:

Our private credit capability spans a range of lending strategies designed to provide investors with access to different sources of income and credit exposure. These strategies may be accessed through wholesale managed investment structures and other approved investment solutions across the B. Moses Group.

This may include:

  • Senior Secured Lending
  • Commercial Property Lending
  • Residential Mortgage-Backed Lending
  • Asset-Backed Lending
  • Corporate & Business Lending
  • Structured Credit
  • Trade & Supply Chain Finance
  • Specialist Alternative Credit

Private credit can complement traditional fixed income by providing access to privately negotiated lending opportunities that may offer different sources of income and return.

When appropriately selected and diversified, private credit may contribute to portfolio income, broaden exposure beyond public markets and provide access to investments supported by tangible security or contractual repayment obligations.

The role of private credit within a portfolio will depend on the investment strategy, liquidity requirements, risk profile and broader portfolio objectives.

Security plays an important role in many private credit strategies.

Depending on the investment structure, loans may be supported by registered mortgages, security interests over business or financial assets, guarantees or other contractual protections.

Our focus is on understanding the strength, enforceability and coverage of those arrangements before investment and monitoring them throughout the life of the loan.

Private credit is not without risk.

Borrower default, changes in asset values, liquidity constraints, interest rate movements and changing economic conditions can affect investment outcomes.

We seek to manage these risks through disciplined underwriting, diversification, appropriate security, active monitoring and clearly defined investment parameters.

The objective is not to eliminate risk, but to ensure it is understood and appropriately managed within the investment strategy.

Credit management continues after a loan is originated.

Our investment team monitors borrower performance, security values, repayment obligations and relevant market conditions throughout the life of each investment.

Where circumstances change, we assess the implications for the borrower, the security position and the portfolio, allowing investment decisions to be made within the agreed mandate and risk framework.

Private credit is most effective when considered alongside the broader portfolio.

It may complement traditional fixed income, listed investments and other alternative assets by providing a different source of income and credit exposure.

Our portfolio construction process considers liquidity, diversification, asset correlation, income requirements and risk so that private credit serves a defined purpose within the overall investment strategy.

Private credit opportunities across the B. Moses Group are supported by specialist origination and lending capabilities.

B. Moses Asset Management is responsible for investment assessment, portfolio construction and investment management, while specialist businesses within the Group may originate, structure or administer individual lending opportunities.

This separation allows credit origination and investment management to operate within a coordinated framework while maintaining clearly defined responsibilities.

This is where I would link to Portica Securities, rather than allowing Portica to dominate the Private Credit page.

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Private credit and traditional fixed income can play complementary roles within diversified income portfolios.

Traditional fixed income typically provides exposure to publicly issued government and corporate debt, while private credit provides access to privately negotiated lending opportunities.

Together, these strategies can broaden income sources and provide greater flexibility in how income portfolios are constructed.

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Loan Notes

Terms

Security

Indicative Yield

Description

Series A

Floating Rate

1st Mortgage

7.5% to 9.5%

Floating rate notes

Series B

Fixed Rate – 3-year lockup+2-year extension determined by BMAM

1st Mortgage

7.5% to 9.5%

Fixed term of 3-year lockup then an extension of up to 2 years determined by BMAM.

Series C

Fixed Rate – 3-year lockup+2-year extension determined by BMAM

2nd Mortgage

12.0% to 14.0%

Fixed term of 3-year lockup then an extension of up to 2 years determined by BMAM

Series D

Fixed & Floating Rate3-year lockup+2-year extension determined by BMAM

Unsecured – Loans

(No credit Enhancement)

15.0% to 17.0%

Fixed term of 3-year lockup then an extension of up to 2 years determined by BMAM

Our approach combines disciplined credit assessment, active investment management and access to specialist lending opportunities across the B. Moses Group.

We focus on understanding how returns are generated, how capital is protected and how each loan is expected to be repaid before determining whether it belongs within an investment strategy.

This approach supports the development of diversified private credit portfolios designed around long-term investment objectives rather than individual transactions.

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