Saturn Unit Trust Fund

The Saturn Unit Trust Fund is our flagship pooled vehicle, offering qualified investors a dependable gateway to Australia’s surging private credit and mid‑market equity landscape.

Key Features & What You Receive

Target Return

10–12 % p.a. with cashflow smoothed through indicative monthly distributions—ideal for investors seeking reliable income.

Portfolio Mix

60 % Collateralised Debt & Convertible Notes anchor the fund, 30 % Growth‑Infused Equities drive upside, and 10 % Opportunistic Special Situations capture mis‑priced windows.

Risk Mitigation

First‑rank security interests, diversified borrower pool, and active covenant monitoring help shield principal.

Lock‑In

A 12‑month commitment protects the portfolio from early liquidity drains; post‑lockup redemptions require just 90 days’ notice.

Our Five-Stage Process

Discovery Consultation

We map your objectives, liquidity needs, tax constraints, and ESG preferences.

Opportunity Origination

Our research engine and partner network surface deals matching your profile.

Deep‑Dive Due Diligence

We scrutinise financials, management calibre, technical margins of safety, and legal frameworks.

Execution & Settlement

Negotiation, documentation, clearance, and settlement are handled seamlessly, keeping you informed at every milestone.

Active Monitoring & Reporting

You receive quarterly reporting packs, bespoke KPI dashboards, and proactive rebalancing recommendations.

Market Insights

We distil complex macro and sector data into plain‑English intelligence:

Equity Sector Pulse

Quarterly scorecards ranking ASX sectors on valuation, momentum, and earnings revision

Private Credit Barometer

Real‑time spreads, covenant trends, and supply‑demand dynamics in Australia’s non‑bank lending arena.

Macro Lens

Clear commentary on interest‑rate trajectories, fiscal policy, and global capital flows shaping local markets.

Regulatory Radar

What ASIC, APRA, and Treasury mean for your portfolio—summarised in actionable bullet points.

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