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 an Corporate Authorised Representative of Samuel Allgate Investments Pty Ltd AFSL No. 420170; Financial Adviser Authorised Representative Number 001007979. This article has been prepared without taking into consideration any investor’s financial situations, objectives or needs. Accordingly, before acting on the advice in this article, you should consider its appropriateness to your financial situation, objectives and needs. Every reasonable effort has been made to ensure the information provided is correct, but we cannot make any representation nor warranty as to the accuracy, completeness or currency of that information. To the extent permissible by law, no responsibility for any errors or misstatements is taken, negligent or otherwise. SAI or its authorised representatives may also receive fees or brokerage from dealing in financial products, see the Financial Services Guide for information about the services offered available at York Wealth Management.

1 contributor mentioned

Murdoch Gatti
CEO | Private Wealth Manager
York Wealth Management

Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...

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