Average Returns of 10.58%* p.a. over the Past Seven Years (to December 2023)

The Fund is designed to deliver predictable returns to investors through a diversified and growing portfolio of private high yield debt.

Starting 2024 there is upside from equity.

Please review the Offering Memorandum before making any investment decisions. Past performance is not a guarantee of future returns.

Why Invest with
Westbridge Capital?

Westbridge Capital Partners Income Trust is designed to deliver predictable returns to investors.

The Fund owns a diversified and growing portfolio of private high-yield debt.

  • Steady returns averaging 10.58% over seven years (to December 2023)

  • In 2024,  we are adding an equity upside for unitholders

  • Established as an Income Trust

  • Low management fee of 1%

  • Monthly distributions by electronic funds transfer

  • RRSP, RESP, RIF and TFSA eligible

  • Units have liquidity through direct redemption

  • $10,000 minimum purchase

  • A single unit provides a participating interest in a diversified portfolio of high-yield debt

DISTRIBUTION HISTORY

Westbridge has a 16-year operating history, consistently delivering predictable monthly distributions to its investors.

July 2017 - October 2024

YEARJANFEBMARAPRMAYJUNJULAUGSEPTOCTNOVDECNAVYTD (%)
20240.680.630.680.660.680.660.680.680.661.18$10.007.19
20230.680.610.680.660.680.660.680.680.660.680.662.52$10.009.85
20220.680.610.680.660.680.660.680.680.660.680.661.92$10.009.25
20210.680.610.680.660.680.660.680.680.660.680.663.68$10.0011.01
20200.680.640.680.660.680.660.680.680.660.680.663.66$10.0011.02
20190.620.610.680.660.680.660.680.680.660.680.663.73$10.0011.00
20180.680.610.680.660.680.660.680.680.660.680.663.67$10.0011.00
20170.680.680.660.680.662.18$10.005.54
Fund Cumulative$10.0075.86

PRIVATE
IS PREDICTABLE

We are able to generate higher returns because private equity investing often produces higher returns than the public equity market. This is partly because the market values private earnings lower than public earnings, and paying a lower price for a stream of income often means higher investment returns.

Private equity investments tend to have lower volatility and are valued based on their fundamental value, rather than the whims of the market. In addition, these returns are not correlated to other public market trends. Focusing simply on the current and future earnings of stable mature companies, generally makes private equity investments more predictable.

REDUCING
RISK

We believe one of the most fundamental ways to reduce risk is through diversification. We therefore aim to diversify by both industry and geography with current projects in multiple industries, spread across North America.

Our well-diversified portfolio of high-yield debt, is designed to reduce our investors’ exposure to any one company, industry or geography.

INDEPENDENT
RECOGNITION

Alternative IQ awarded the Westbridge Capital Partners Income Trust Fund the Best 5 Year Return in the Private Debt Fund category at both the 2022 & 2023 Canadian Hedge Fund Awards. The Fund also placed 2nd for Best 1 Year Return and placed 3rd for Best 3 Year Return at the 2023 awards.

Alternative IQ is the producer of the annual Canadian Hedge Fund Awards Program, which celebrates the talent and accomplishments in Canada’s hedge fund industry and raises awareness of that expertise in the media and among the wider investment community. The annual CHFAs are a quantitative measure, based solely on performance data to June 30th provided to and tabulated by, Fundata Canada.

Explore Our Proven Process

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