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Home Themes Private Credit

Aussie Pension Fund Targets $174 Billion in Private Credit

by Team Lumida
May 24, 2024
in Private Credit
Reading Time: 4 mins read
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Key Takeaways:

  1. ART plans to increase private credit allocation from 1.5% to 2.5%.
  2. Focus on lower-risk, unlisted credit markets in Europe and North America.
  3. ART joins other top Australian funds expanding in private credit.

What Happened?

Australian Retirement Trust (ART), managing A$260 billion ($174 billion), plans to significantly increase its private credit allocation from just below 1.5% to 2.5% within the next six-to-twelve months. This shift targets lower-risk, unlisted segments of the credit market in Europe and North America.

Andrew Fisher, ART’s head of investment strategy, emphasized a disciplined approach, noting intense competition in the sector. Fisher highlighted, “There’s a lot of money chasing the space,” particularly for small-to-medium-sized businesses, and mentioned that ART would use both external managers and its internal team to achieve this.

Why It Matters?

This strategic move underscores a broader trend among Australian pension funds towards private credit, a sector offering higher yields compared to traditional fixed income. ART’s increased allocation signifies a search for stable, lower-risk returns in a volatile global market. Competing with banks, ART aims to leverage opportunities offshore, where local banks dominate less.

ART’s decision aligns with other major funds like Cbus and Hostplus, which are also expanding their global private credit portfolios. This growing appetite for private credit highlights a significant shift in investment strategies within Australia’s A$3.7 trillion pension industry, aiming for diversification and enhanced returns.

What’s Next?

Investors should monitor ART’s expansion into private credit and its impact on the broader market. This move could influence other pension funds globally to follow suit, potentially increasing competition and driving up valuations in the private credit space. ART’s London office opening indicates a strategic focus on European opportunities, aligning with their existing investments like Heathrow Airport.

This trend may lead to increased liquidity and innovation in private credit, benefiting small-to-medium enterprises seeking financing. ART’s competitive positioning against banks and its disciplined investment approach may serve as a benchmark for other funds.

Source: BBG
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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018