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Invest in Syndicated Loans

Gain direct access to large, senior secured bank syndicated loans offering attractive yields, predictable cash flows and additional protections for investors.

Why invest in syndicated loans?

Syndicated loans have traditionally been out of reach for private investors and fund managers. IAM opens the door to accessing these senior secured syndicated term loans –  underwritten and structured by banks and global institutions – offering the same risk/return exposure typically reserved for institutional investors.

The Benefits

Income

Higher Risk-Adjusted Returns

IAM loan allocations typically yield 9%–14% p.a., significantly above traditional investment-grade bonds.

Capital preservation

Capital Stability

Loans are typically senior secured, giving you a first-ranking claim on assets in the event of default.

Diversification

Diversification

Add depth to portfolios across sector, borrower, and structure.

Institutional oversight

Institutional Oversight

Benefit from the same due diligence and post-issue monitoring conducted by syndicate banks.

Research

Independent Research Layer

Every loan is reviewed by IAM’s internal research and credit team before it’s offered to investors, ensuring an additional layer of scrutiny.

Insights

Ongoing Insights

Receive regular market updates and credit commentary from our investment and research team to stay informed throughout the lifecycle of the loan.

Be the first to know about loan investment opportunities

Receive notifications about upcoming syndicated term loans by filling in the form.

Why IAM for syndicated term loans?

Direct Ownership Structure

No pooled fund risk. You own the asset. 

Unique Trustee Model via TAL

All loans are held under Trustees Australia Limited (TAL) – our licensed bare trustee structure. This means:

  • You invest via a single counterparty
  • Legal and beneficial interest in each specific loan is protected

Best-Effort Liquidity

Through our internal credit trading desk, IAM can often facilitate liquidity if you need to exit your position, subject to market conditions. This adds a key flexibility layer not typically seen in institutional loan markets.

Rigorous Credit Process

IAM leverages institutional syndicate bank due diligence and supplements it with our in-house credit committee review.

Capital Structure Flexibility

Access loan opportunities that match your risk-return appetite—from senior secured to mezzanine capital.

Sector Breadth

Our extensive network provides opportunities across sectors such as Media and Telecommunications, Mining and Natural Resources, Transport Infrastructure, and Warehouse and Industrial Structures.

Recent loan opportunities

$175m

One Rail Australia logo

$1.8bn

Foxtel logo

$400m

La Trobe Financial logo

$35m

TGE logo

$600m

Thiess logo

How we work with private investors & strategic co-investors

Investments

Deal notifications

Receive advance notifications for upcoming loan investment opportunities.

Service

Onboarding and Custody

Onboard once through IAM/TAL. Custody handled via Perpetual Corporate Trust (PCT), with monthly reporting.

Liquidity

Liquidity and Reporting

Best-effort secondary trading support through IAM’s desk. Detailed reporting on interest, maturities, and valuations.

Research Hub

Get free instant access to IAM’s Research Hub, where you’ll find valuable insights, trade ideas, detailed issuer and issue specific credit opinions, educational content and our bond pricing calculator.

April 22 2025 | 2 min

IAM logo

IAM to Launch Managed Account with Syndicated Loan Access

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View IAM to Launch Managed Account with Syndicated Loan Access

March 11 2025 | 8 min

Minumbra Senior Secured term loan

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View Minumbra Senior Secured term loan

May 29 2025 | 2 min

IAM logo

IAM Completes $175m Capital Raise for One Rail Australia

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View IAM Completes $175m Capital Raise for One Rail Australia

June 2 2025 | 4 min

Zen Energy Senior Secured Fixed Rate Loan Facility

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View Zen Energy Senior Secured Fixed Rate Loan Facility

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