Income Investing
Fund name
Heritage Income Fund (HIF)
Objective
Passive Income
What is the fund’s strategy?
We generate passive income from a diverse assortment of income producing debt instruments across a variety of sectors, including, asset-backed, infrastructure, sponsor backed private credit, real estate, etc.
Value Proposition
Multiple Value Propositions Include
Access and Diversification: By pooling capital and investing across multiple funds and sectors, investors may avoid over-exposure to any single area of the economy.
Potential Yield Enhancement: The fund will own a diverse set of income producing debt instruments, with some of those investments yielding mid-double digits.
Potential NAV Growth: While income will remain the primary objective of the fund, a small portion of the investments have historically delivered both income and some modest increase in the underlying asset value, which may help mitigate inflation.
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Target Potential Returns
9-11% yields, 10-12% IRR’s
Distribution
Quarterly
Structure
Evergreen fund. Monthly in, Quarterly Out.
Redemption
Quarterly up to 5%. 98% redemption provision first 12 months
Next Closing
Quarterly closings
Potential Fund Allocation
Let’s Talk
Learn more about our offerings, set up a time to chat with our team about your investment goals.