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Realm Strategic Income Fund – Enduring Units

One Investment Group - Investors

Realm Strategic Income Fund (formerly Realm Capital Series Fund) (ARSN 624 861 589) (the Fund) is an Australian domiciled registered managed investment scheme which pools the money of individual investors. When you invest in the Fund you are issued with units in a particular class.

The Realm Strategic Income Fund Enduring Units (Enduring Units) follows on from the Realm Strategic Income Fund 2018-1 Units (formerly Realm Capital Series Fund 2018-1 Units)(2018-1 Units). The 2018-1 Units strategy was launched on 22 June 2018 and is focused on delivering investors with exposure to the syndicated mortgage market. The strategy has comfortably exceeded its return target of 4.75% over the cash rate net of fees over this period.

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Why Choose Us?

The Enduring Units will primarily invest in securities, secured loans, trusts, notes and bank facilities originated or issued by:

  • Australian Banks, Building Societies & Credit Unions (ADI)
  • Australian domiciled corporations
  • Non-Bank financial Institutions

Investors in the Enduring Units class will gain exposure to the following asset classes:

  • Deposits, short term securities & cash trusts
  • Residential mortgages
  • Asset-backed receivables

Partner firms will be assessed using Realm Investment House’s (Realm) extensive research approach, which includes a comprehensive review of issuers and their underlying lending programs.

The strategy takes an opportunistic approach in allocating capital to sectors and programs. The goal is to take advantage of idiosyncratic factors, such as regulation or any other supply/demand factors that provide an additional return.

The strategy and approach of the Realm Strategic Income Fund will also provide exposure to complexity premium, liquidity and structural premium. This is because the markets that the Realm Strategic Income Fund focuses on are not easily accessible and are highly specialised.

Diversification within the Enduring Unit class will be achieved through a variety of banking partners, facility sponsors and the number of individual facilities. Realm’s risk management and assessment overlay are used in assessing eligible exposures. This process is described by researchers as a strong point of differentiation of Realm as a group.

 

About.

The Investment Manager is a member of the Realm Investment House, an independent boutique fund manager that specialises in managing a range of income strategies. The Investment Manager’s funds, Realm Strategic Income Fund, Realm Short Term Income Fund and Realm High Income Fund, are managed by an experienced investment team, taking a disciplined investment approach to manage assets in a contrarian, benchmark unaware style.

The Investment Manager is a corporate authorised representative (number 424705) of Realm Pty Ltd ACN 155 984 955, AFS Licence number 421336.

One Managed Investment Funds Limited ABN 47 117 400 987 is the responsible entity of the Realm Strategic Income Fund – Enduring Units (ARSN 624 861 589) and the holder of AFS Licence number 297042.

This offer is open to both retail and wholesale clients who are Australian residents and who receive this Product Disclosure statement (PDS) in Australia. You can download a copy of the PDS (including the Application Form from this page).

fund Resources.

Limited Withdrawal Offer Opens 1 October – Closes 31 October 2025 5pm AEST

Contact Us.

You can download a copy of the PDS (including the Application Form) from this page.

Should you have any queries, please contact us on realm@oneinvestment.com.au or call us on (02) 8277 0000.

If you have any general queries, please contact us via email enquiries@oneinvestment.com.au.

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You are accessing a document relating to interests in a managed investment scheme (Fund) operated by a One Investment Group company (OIG). Please read the information below and do not proceed if you do not agree with any of it. By clicking on the “I Agree” button below, you acknowledge the following:

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OIG is only licenced to provide financial services and products in Australia.

Accessing OIG’s financial services or products outside of Australia is entirely at your own risk, unless the relevant Fund Document states that it is issued in accordance with the laws of another country and you access the relevant Fund Document in that country.

None of the services or financial products referred to on OIG’s website are available where distribution of that service or financial product would be against any local law or regulation.

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Target Market Determinations (TMD) are available in respect of each financial product offered to retail investors. You should read the TMD to understand if the financial product is likely to be consistent with your objectives, financial situation or needs.

In monitoring if its Funds are being distributed to investors that are likely to be in the target market for that Fund, OIG may need information from you. Failure to provide any of the requested information may delay or prevent the processing of your application.

In providing the TMD and considering information you may provide to assist OIG in monitoring its obligations under the TMD, no One Investment Group entity or representative has considered your personal objectives, financial situation or needs.

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John O’Leary

Director, Corporate Trust

John has over 19 years’ experience in the financial services industry working for a number of both domestic and global organisations. 

Prior to joining OIG, John worked for UBS, State Street, RBC, NAB Asset Servicing and MLC and has extensive experience in investment operations, custody and administration. 

John has a Bachelor of Arts Degree in Accounting and Finance from Athlone Institute of Technology and a post graduate Higher Diploma from Maynooth University. 

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Emma Brown

Director, Finance & Taxation

Emma has over 17 years’ experience in accounting and taxation working largely in chartered accounting firms servicing clients from various industries including professional services and real estate. Throughout this time Emma has partnered with various business leaders in delivering quality professional advice and commercial insight. 

Emma has a Bachelor of Commerce from University of Newcastle, is a member of Chartered Accountants ANZ and is a registered tax agent. 

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Garry El Hassan

Head of Registry Services

Garry comes to OIG with close to 20 years experience in the Financial Services Industry. Garry’s wide ranging financial services experience encapsulates operational functions within Registry, listed and unlisted asset management, Regulatory Reporting, Systems and Platform Management, AML/CTF Management, Remediation and Complaints  Management, and Deceased Estates Management.  

As systems owner across multiple organisations, Garry has been instrumental in the implementation and development of Registry and Advice systems from inception to maturity. With a history of developing high performing teams and elevating organisational capacity and efficiency, Garry has built a brand in the industry around seeing opportunities for development and transforming them into functional deliverables that have significant uplift for organisations and the clients. 

Notable positions Garry has held include various management roles at Macquarie Wrap Adviser Services, CommSec CBA, State Super Financial Services, First State Super and Aware Super. Garry has a Bachelor’s of Economics/ Managerial Economics from Western Sydney University. 

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Monique Sheehan

Director, Client Services

Monique is a highly experienced financial services executive with an extensive background spanning over 25 years. She has held key leadership positions in both domestic and global organisations with experience including investment operations, capital markets, platform operations, custody, fund accounting, and middle office. 

Monique brings her wealth of expertise and professionalism to One Investment Group gained from her diverse roles across Macquarie Bank Ltd, State Street Australia Ltd, Australian Unity, Link Group and OneVue. 

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Lisa Wilson

Head of Fund Services

With over 25 years of experience in the Custody and Fund Services industry, Lisa has managed all client operational functions including Fund Accounting, Financial Reporting, Tax, Private Equity, Middle Office, Platform and Unit Registry.  

While initially beginning her career in Fund Accounting, Financial Reporting and Tax, she soon began to build a brand as someone who could take teams through a change journey and has done so on various business transformations including IFRS and TOFA implementations, off-shoring of processes, platform migrations, on-boarding large clients, establishment of new functions and a business closure. Lisa has since been specialising in evolving operating models and leading people through change to build high performing teams. 

With her career spanning across Australia, UK, USA and Luxembourg, Lisa brings a wealth of experience in global and local organisations. Lisa is a CPA and has a Bachelor of Commerce from the University of Western Sydney. 

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Tom Hure

Chief Financial Officer

Tom has over 25 years’ experience as a financial executive having led teams at listed, unlisted, joint venture, divisional, national, and government levels. Tom’s industry experience includes financial services, transport, real estate, leasing, funds management, and structured finance.

Prior to joining OIG in January 2022, Tom was Chief Financial Officer of Indigenous Business Australia, an Australian Government entity with an asset base of nearly $2 billion across housing loan, business loan and investment portfolios. Tom has also held senior finance roles at the likes of Transdev Australasia, CIMIC Group, Mirvac, ING Real Estate and Allco Finance Group.

Tom holds a Bachelor of Commerce (Accounting) from the University of Western Sydney, a Master of Commerce (Professional Accounting) from Macquarie University and is a member of Chartered Accountants Australia and New Zealand.

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Steve Beland

Head of Sales

Steve has 16 years’ experience in accounting and taxation gained in funds management, corporate and professional services. Prior to joining Unity Fund Services in October 2010, he has held Tax manager roles at both Brookfield Multiplex Ltd and Everest Financial Group Ltd.

Prior to this, Steve worked for Ernst & Young providing general tax advice to corporate clients as well as being involved in a numerous tax due diligence assignments for private equity transactions. He also worked for Horwath as a Supervisor specialising in the provision of taxation and business services to high-net-worth individuals and SME businesses including a secondment to the Chicago (USA) office.

Steve is a Chartered Accountant, Registered Tax Agent and Chartered Tax Adviser of the Tax Institute of Australia. Steve holds a Bachelor of Commerce (Accounting) and Master of Taxation from the University of Sydney.

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Michael Sutherland

Head of Corporate Trustee Services

Michael has over 25 years’ experience in the financial services industry including 12 years’ experience in providing trustee, custody and administration services to the debt capital markets and funds management industry.  

In this time Michael spent 7 years at Perpetual Limited where he was a senior lawyer in Perpetual’s legal teams. Michael has also spent a number of years in other business and legal roles including working in large, medium and boutique fund managers, retail banks, investment banks, structured credit providers and hedge funds, such as ANZ, ABN AMRO, AMP, Everest and Absolute Capital.  

Michael also has experience acting as an executive director of Responsible Entities, ASX listed companies (executive director and company secretary) and acting as a member of investment, product, risk, audit and compliance committees. 

Michael holds a Bachelor of Laws from University of Technology Sydney and a Bachelor of Arts from Macquarie University. He is a member of the Australian Securitisation Forum, the Property Funds Association, the Banking and Financial Services Law Association and holds a current practicing certificate from the NSW Law Society. 

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Sarah Wiesener

Head of Legal, Risk and Compliance

Sarah is a lawyer with over 20 years’ experience in the financial services arena across a range of roles, structures and asset classes.

She is a Chartered Company Secretary and has acted as Company Secretary to a number of listed property funds.

Sarah has been head of compliance for a number of listed property funds. She has been a member of investment committees and provided support to audit, risk, and compliance committees as well as remuneration and nomination committees.

Sarah has experience in structuring complex capital markets transactions in domestic and overseas jurisdictions (primarily debt, securitisation and collaterised debt structures) and has worked closely with management on a number of fund management products for wholesale and retail investors.

Sarah holds a Bachelor of Laws from Bristol University (Honours) and holds a current NSW practising certificate.

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Frank Tearle

Founder & Chief Executive Officer

Frank co-founded One Investment Group in 2009, and since December 2018 has acted as its chief executive officer. 

Before founding One Investment Group, Frank spent 6 years working at a structured finance and funds management business.  He held a variety roles including  General Counsel, a fund manager of two funds and interim head of the Hong Kong office. 

Prior to this corporate experience, Frank was a practicing lawyer with more than 10 years’ experience working in major law firms in Australia and the United Kingdom, specialising in mergers and acquisitions, capital markets, funds management and corporate governance. 

Frank has been a non-executive director of several companies, including the corporate manager of a Singapore listed property trust and an APRA regulated insurance company. 

Frank has a Masters in International Business Law from the University of Technology, Sydney and a Bachelor of Law (with Honours) from the University of Leicester.