Wingate Investment Partners Trust
The Wingate Investment Partners Trust (WIP) provides co-investors with a smooth and stable investment experience, uncorrelated to volatile and uncertain financial markets.
WIP, which launched in 2012, is a diversified, opportunistic yield fund that invests in a portfolio of private debt. Managed by an experienced investment team, the fund leverages Wingate’s expertise and track record of delivering outstanding risk-adjusted returns.
Investment Strategy
- Targeting high yield investment returns relatively uncorrelated to volatile asset classes and uncertain financial markets
- Stable and consistent track record with strong performance over the medium-long term
- Portfolio of secured debt diversified by asset type, sector and geography with contractually determined outcomes
- Rigorous credit risk analysis, broad asset screening and portfolio risk management processes that provides downside protection
- Alignment through performance measures and co-investment with Wingate balance sheet, shareholders, executives and management
The information on this website has been prepared by Wingate Investment Partners 3 Pty Ltd ACN 606 185 791 (Trustee), the trustee of the Wingate Investment Partners Trust No. 3 (WIP), and Wingate Financial Services Pty Ltd ACN 106 480 602, AFSL No. 276899 (Manager), the manager of WIP, to provide general and non-exhaustive information relating to WIP. The Trustee is a corporate authorised representative of the Manager. The Trustee and Manager are not authorised to provide financial services to retail clients. Units in WIP are only available for subscription by wholesale clients within the meaning of section 761G of the Corporations Act 2001 (Cth) (Wholesale Client). The information on this website provides a high-level summary of information relating to WIP only and is incomplete without reference to, and should be viewed in conjunction with, the investment overview, the trust deed, subscription deed, application forms and other constituent documents of WIP, available at https://apply.automic.com.au/WIP3. You should not treat the contents of this website as advice relating to legal, taxation or investment matters and should consider seeking professional advice before making any decision to acquire, continue to hold or dispose of units in WIP. In preparing the information on this website, the Trustee and Manager have not considered your objectives, financial position or needs. To the maximum extent permitted by law, the Trustee, the Manager and any other entity associated or related to them (collectively, Wingate), and their respective officers, employees and agents, exclude and disclaim all liability for any losses, damages or costs incurred by you as a result of any investment in WIP or this website, including for the inaccuracy or incompleteness of any statements (including forward-looking statements), opinions or information in this website. Past performance is not necessarily indicative of future results and actual events or performance of WIP may differ materially from that contemplated in this website.