Impact of rising rates on Australian credit markets | Josh Manning

Murdoch is joined by Josh Manning, the founder and portfolio manager at Manning Asset Management, to discuss Australian credit markets.
Murdoch Gatti

York Wealth Management



In today's ROCAST Murdoch is joined by Josh Manning, the founder and portfolio manager at Manning Asset Management, to discuss Australian credit markets, rising interest rates and the impact on the fund.

Josh started his journey in financial markets in 2007 and has since garnered his skills through working for major institutions such as Macquarie Bank, Leveraged Equities, and Jana Investment Advisers. Josh discusses their all-weather strategy approach that targets an interest rate and income return within the fund of 5% above the RBA cash rate. This fund is income generating, pays distributions monthly and has consistently delivered 5% p.a. in income over the past 6 years. As of the time of recording (August 2022), the Fund delivered +0.55% in May, 6.15% over 12 months and 6.23% annualised since inception. 

As of 31/07/2023 the fund has returned 8.97% past 12 months. (See below table)


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York Wealth Management Pty Ltd ABN 46 605 610 679 is a Corporate Authorised Representative (No. 001007972) of AD Advisory Services Pty Ltd ABN 68 005 830 802, AFSL No. 237058. Murdoch Gatti is an Authorised Representative (No. 001007979) of AD Advisory Services Pty Ltd. This article contains general advice only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on it, you should consider whether it is appropriate to you in light of your objectives, financial situation and needs, and seek professional advice where appropriate. If a financial product is referred to, you should obtain and consider the relevant Product Disclosure Statement and Target Market Determination before making any decision about it. Every reasonable effort has been made to ensure the information is accurate at the time of publication, but no representation or warranty is given as to its accuracy, completeness or currency. Views of podcast guests and other third parties are their own. Links to third-party websites are provided for convenience only; we do not endorse and are not responsible for their content. Past performance is not a reliable indicator of future performance. York Wealth Management, AD Advisory Services and their representatives may receive fees or other benefits in relation to financial products and services. Please refer to our Financial Services Guide, available from York Wealth Management, for more information.

1 contributor mentioned

Murdoch Gatti
Founder | Private Wealth Adviser
York Wealth Management

Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals. York helps clients make better long-term decisions about how their capital is invested, structured and passed on....

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