After a soft entrance to the Australian market two years ago, life settlements fund manager, Laureola Advisors, has appointed an experienced distribution head and opened a Sydney office on Martin Place.
family offices
A steady year: Proven non-correlation
The Laureola (Bermuda Feeder) Fund returned 0.2% for December and 6.0% for the year. The Fund now has a 9-year track record and has returned 15% CAGR and 239% since inception.
What is a Life Settlements investment?
Imagine having the ability to benefit from the diligent financial habits of middle America.
This fixed income fund returned 13.1% p.a. over a 5-year rolling average
The Laureola Fund returned 13.1% p.a. over a 5-year rolling average with 100% of performance generated by realised gains in 2020, and more than 80% of returns were from realised gains over the eight-year life of the flagship fund.
Property investment versus investing in life settlements
Investors looking for income can find sustainable returns from life settlements without the costs and leverage of being a property investor.
Why family offices are comfortable with private debt
Family offices are comfortable with private debt/private credit in a way that retail investors are still to address in the search for consistent returns for the defensive part of the portfolio.
Providing options for seniors and their retirement
As a signatory to the United Nations Principles of Responsible Investment (UNPRI), Laureola Advisors believes its life settlements fund can help vulnerable retirees and tackle three ESG-related issues in the US
Lack of expertise might hamper growth in private debt despite soaring demand
Recent global macro conditions suggest a prolonged period of low rates. In response, family offices and high net worth individuals’ demand for private debt can surge in the search for higher yields.