The content of this website is directed exclusively at professional and institutional investors as defined under applicable regulation. It does not constitute an offer or solicitation to buy or sell any security. By entering, you confirm that you qualify as a professional investor and that you have read and understood this notice.
One line on a statement that behaves like a complete allocation. Four asset classes combined in a single bankable instrument for balanced-mandate professional investors.
The Income & Growth AMC was conceived as the answer to a simple question: what does a professional investor need if they want a single position that functions as a complete, diversified portfolio?
Rather than requiring an investor to assemble multiple strategies, accounts and reporting lines, the Income & Growth AMC combines four distinct asset classes — alternative credit, private equity co-investments, listed value equities and government bonds — within a single Luxembourg AMC with one ISIN and one NAV.
This is not a balanced fund of funds. Each component is managed directly within the G Global Capital platform, applying the same value discipline that governs the standalone strategies. The alternative credit component draws on the Avenida/Mindful Wealth expertise; the equity component applies the same screening rigour as the Private Equity Fund; the government bond allocation provides liquidity and stability across market cycles.
The result is an instrument designed for family offices and private banking clients who want institutional-quality multi-asset management without the complexity of managing multiple separate allocations.
Senior CLO tranches and investment-grade structured credit managed by Mindful Wealth Pte Ltd (MAS-regulated). Provides floating-rate income and low equity correlation. Acts as the core income engine of the strategy.
Co-investment exposure to selected Private Equity Fund transactions. Provides access to illiquidity premium and long-term capital appreciation. Sized to reflect the AMC's liquidity requirements and investor horizon.
Deep-value, dividend-paying listed equities selected through the same proprietary screening model applied in the Private Equity Fund. Provides liquidity, capital appreciation and income through dividends.
High-quality sovereign bonds providing portfolio stability, duration management and a liquidity buffer. Acts as a defensive anchor during equity and credit market dislocations.
Target allocations are indicative and may be adjusted by the Index Manager as market conditions evolve, consistent with the overall investment objective. The portfolio is actively managed and denominated in USD.
Target allocations to each component are set at inception and reviewed quarterly by the Investment Committee. Rebalancing is disciplined and infrequent — we do not attempt to time asset class cycles. Changes are made when fundamental value dispersion between components reaches a threshold that justifies reallocation.
Detailed target allocations, rebalancing triggers and risk parameters are disclosed in the product documentation, available to qualified professional investors upon request.
The term sheet, information memorandum and subscription documents for the Income & Growth AMC are available to qualified professional investors. Contact our investor relations team to arrange access.
Request Documentation