Several Performing Credit companies from across the rating universe (AAA – BBB)
Demonstrated underwriting experience spanning across both traditional & new-age businesses
Institutional support from the Northern Arc Group
Bespoke portfolio based on investor preferences
Proven track record of delivering investor returns across expectations: 9-14% (net)
Structured returns: Cashflow focused or tax-efficiency focused structures with varying tenors
AUM of over INR 2,500 crore in the performing credit space
500+ investors spanning insurance, NBFC, DFI, corporate, family office across domestic and offshore investor base
End-to-end experience across the funds’ life cycle (fund-raising, investing and complete exit)
A PMS product offered by Northern Arc provides an investor with not only a curated set of investments with the benefit of diversification, exit options and risk adjusted returns but also allows investors to leverage on Northern Arc’s asset management, insight on portfolio companies and monitoring
^ Returns of Debt focused AIFs* For issuance rated A- and above
This communication does not constitute nor form part of and should not be construed as an offer, an invitation to offer, an advertisement or any other solicitation, an advice or recommendation to purchase or subscribe any securities or interests, including any potential interest in any offering by Northern Arc Investments. As per SEBI’s circular dated February 06, 2020, all AIFs are required to showcase their performance against AIF performance benchmarks released by CRISIL. To access the full contents of the SEBI benchmarking report, kindly visit the URL: https://bit.ly/38ptZMl
A diversified basket of securities of similar maturity across
Northern Arc’s focus sectors
Exit options made available to investors at the end of every year
Lower expenses with no profit sharing, thereby ensuring higher post
expense returns
Bespoke solutions to meet investor requirements of shorter tenure
Tax Pass through structure as security held in Investors Demat
Northern Arc’s Due Diligenced portfolio
| Investment Approach | Northern Arc Income Builder Series A
|
| Investment Objective | The broad objective/purpose of the Scheme is to earn higher risk-adjusted returns with lower tax incidence by investing in a diversified pool of securities of institutions such as microfinance institutions, affordable housing finance companies, small business loans finance companies, vehicle finance companies, corporate finance companies and agri-business finance companies that provide credit to financially underserved end-customers.
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| Basis of selection of such types of securities as part of the investment approach | The portfolio will predominantly invest in Listed MLDs, which will fill the existing gap in the capital structure of originators in identified sectors and may comprise of moderate to high yield debt, which will be senior secured, which may be rated A- and above -by credit rating agencies. |
| Type of Securities | -Listed MLDs, Money Market Instruments, Units of Liquid, Money Market and Overnight Mutual Fund Schemes and Cash & Cash Equivalents |
| Indicative tenure or investment horizon | Medium Term |
Disclaimer:
The Strategy features as stated above is a subset of details specified in the Disclosure Document. Kindly refer the Disclosure Document for the detailed investment approach /Strategy specific risk factors before investing.
For any more details, please reach out to us by clicking here.
Registered Office Address:
10th Floor-Phase 1, IIT-Madras Research Park,Principal Place of Business- Address
The Capital Tower, Office No 902, B Wing,Phone:
+91 44 66687369
Complaints / Grievances can be submitted with us at
im.pms@northernarc.com
Investors may also register Complaints / Grievances with SEBI on
https://scores.gov.in/scores/Welcome.html
Registered Office Address:
10th Floor-Phase 1, IIT-Madras Research Park,