Kapstream Investment Trust (ASX:KIT)

Last update - 15 June 2026 By James Woods

The Kapstream Investment Trust (ASX: KIT), via its investment through the Underlying Funds, aims to provide investors with a reliable monthly income stream and strong risk adjusted returns by investing flexibly across global bonds, private debt, and diversified credit opportunities. Its objective is to actively manage risk, while maintaining the freedom to adjust exposures across sectors and asset classes, to capture the best opportunities. By combining diversification, active duration management, and access to private debt markets, the Trust aims to provide investors with consistent income, enhanced resilience, and complementary portfolio benefits. The Trust incorporates Kapstream’s offerings and its potential weightings, including: Private Investment Fund (0 to 75%), Absolute Return Fund (0 to 25%), Absolute Return Plus Fund (0 to 75%) and Cash (0 to 5%).

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THE CORPORATIONS AMENDMENT (MEETINGS AND DOCUMENTS) ACT 2022:Following recent amendments to the Corporations Act ; where you have provided us with your email address, we will now send notices of updates of activity and performance and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election. You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive any financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

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APEX SEPARATELY MANAGED ACCOUNT DISCLAIMER: Perpetual is the both the Issuer and the Responsible Entity of the Apex Separately Managed Product, which means it is responsible for the overall governance and compliance of the product. Perpetual does this under The Trust Company (RE Services) Limited Responsible Entity, part of the Perpetual Group. ABN 45 003 278 831. AFSL No 235150.

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