MA Specialty Credit Income Fund Quick Surge to $100mm AUM Milestone
Funding | Mar 27, 2025 | EIN

MA Financial Group Limited, a global alternative asset manager listed on the ASX, has announced that its North American MA Specialty Credit Income Fund has crossed the $100 million mark in assets under management (AUM). The fund, effective since December 17, 2024, with an initial AUM of $71 million, provides investors with access to directly originated, income-generating assets. This growth reflects a rising interest in private credit and assets that compensate for traditional direct lending exposures. The MA Specialty Credit Income Fund targets diverse finance opportunities such as insurance premium finance and asset-backed lending tailored for various market segments. It recently made its presence felt in the RIA community, with flexibility offered through its interval fund structure featuring daily pricing and regular liquidity. The fund pivots on its strategy to make lesser-liquid, high-yield investments available to all investor types. MA's Head of US Asset Management, JP Marra, highlighted investor confidence as a key motive for launching this interval fund in the marketplace. Despite being relatively nascent, this fund operates under significant risk disclosures and appreciates its investors' high-level risk tolerance. Notably, the fund is available via the Fidelity platform.
Sectors
- Private Credit
- Asset Management
Geography
- United States – The MA Specialty Credit Income Fund is noted for its North American focus, targeting US investors.
- Australia – MA Financial Group is listed on the Australian Securities Exchange (ASX), highlighting its Australian roots.
Industry
- Private Credit – The article discusses the MA Specialty Credit Income Fund, which focuses on private credit opportunities, providing diversified, asset-based lending and specialty finance.
- Asset Management – MA Financial Group manages substantial assets worldwide, and this fund is part of their broader asset management activities.
Financials
- $100mm – The assets under management (AUM) for the MA Specialty Credit Income Fund have surpassed this amount.
- $6.8 billion – The total assets under management for MA Financial Group worldwide.
Participants
Name | Role | Type | Description |
---|---|---|---|
MA Financial Group Limited | Parent Company | Company | An ASX-listed global alternative asset manager with diverse interests in private credit, real estate, and hospitality. |
MA Asset Management, LLC | Investment Advisor | Company | A wholly owned subsidiary of MA Financial Group specializing in private credit investments. |
MA Specialty Credit Income Fund | Target Fund | Company | A North American fund exceeding $100mm AUM, focusing on directly originated, asset-based lending. |
Fidelity | Platform | Company | Investment platform where the fund is available. |
Ashees Jain | US Chief Investment Officer | Person | Responsible for strategic asset management decisions in the US for MA Asset Management. |
JP Marra | Head of US Asset Management | Person | Leads US Asset Management activities at MA, overseeing the launch and growth of investment products. |
Distribution Services, LLC | Distributor | Company | Affiliated with ACA Global, responsible for distributing the MA Specialty Credit Income Fund. |