Press Release
Brookfield Oaktree Wealth Solutions Brings Oaktree’s Private Credit Capabilities to Wholesale Investors in Australia
02.13.2025

NEW YORK – February 13, 2025 – Brookfield Oaktree Wealth Solutions, a leading provider of alternative investments to financial advisors and their clients globally, today announced the launch of Oaktree Strategic Credit Fund (AUD) for wholesale investors in Australia. The fund provides access to Oaktree’s strategic credit strategy, featuring a diversified portfolio of income-generating private credit investments with selective allocations to public debt, particularly during periods of market dislocation.

Managed by Oaktree, a leading global alternative investment manager, the strategy seeks to leverage the firm’s deep expertise in a broad, yet specialized, array of credit strategies. Distributed by Brookfield Oaktree Wealth Solutions, this marks the first Oaktree open-ended credit strategy made available to wholesale investors in Australia.

Jeremy Hall, Head of International at Brookfield Oaktree Wealth Solutions, said: “Australian investors are looking to private credit investments to diversify their portfolio and generate stable current income with long-term capital appreciation potential. We look forward to entering the market with a differentiated private credit solution, which adopts a dynamic ‘all weather’ approach to navigate changing credit cycles across the credit continuum globally, backed by Oaktree’s three decades of credit expertise.”

Brookfield Oaktree Wealth Solutions was launched in April 2021 with the goal of expanding alternative investments to financial advisors and their clients, globally. The provider now offers a variety of liquid, semi-liquid and private strategies across real estate, infrastructure, credit, and private equity, with 150 employees across 10 countries. Managing more than US$1 trillion in assets, Brookfield and Oaktree together comprise one of the largest alternative asset managers in the world.

Channel Investment Management Limited acts as the Responsible Entity and Investment Manager for the Fund.

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About Brookfield Asset Management

Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a leading New York-based global alternative asset manager with more than US$1 trillion of assets under management across renewable power and transition, infrastructure, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. For more information, please visit our website at www.brookfield.com
 

About Oaktree

Oaktree is a leader among global investment managers specializing in alternative investments, with $202 billion in assets under management as of December 31, 2024. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,200 employees and offices in 23 cities worldwide. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com.
 

About Channel Investment Management Limited 

Channel Capital’s subsidiary, Channel Investment Management Limited (CIML), acts as the Responsible Entity for the Fund, overseeing essential non-investment services such as compliance, risk management, fund administration, custody, financial reporting, and investor reporting and queries. CIML provides these services to a select group of clients and funds, covering traditional and alternative assets as well as private markets. CIML has substantial expertise in structuring, operating and governing Australian feeder funds for global alternative investment managers. Channel Capital services A$52 billion in assets on behalf of its investment managers, as of 31 August 2024.

Communications & Media:
Rachel Wood
Tel: (212) 613-3490
Email: rachel.wood@brookfield.com

Contact Information

Brookfield Oaktree Wealth Solutions LLC is an authorized representative of Brookfield Capital Securities Limited (AFSL No: 226442) and our AFS Representative number is 001305999. Channel Investment Management Limited ACN 163 234 240 AFSL 439007 is the responsible entity and issuer of units for the Fund.

In Australia, this communication is intended to be made available only to a wholesale clients (as defined in the Corporations Act 2001 (Cth) (the “Corporations Act”). An offer of interests in the Fund will only be offered in Australia to persons to whom such interests may be offered without requiring disclosure under Part 7.9 of the Corporations Act. Any offer or invitation to invest in the Fund, and any investment in the Fund by a person in Australia, is limited to such wholesale clients.

This communication is not a disclosure document or product disclosure statement (within the meaning of the Corporations Act) and does not constitute a recommendation to acquire, an invitation to apply for, an offer to apply for or buy, an offer to arrange the issue or sale of, or an offer for issue or sale of, any securities in Australia, except as set out below.

Accordingly, this communication may not be issued or distributed in Australia and the interests in the Fund may not be offered, issued, sold or distributed in Australia by the fund manager, or any other person, other than by way of, or pursuant to, an offer or invitation that does not need disclosure to investors under Part 6D.2 or Part 7.9 of the Corporations Act, whether by reason of the investor being a 'wholesale client' (as defined in section 761G of the Corporations Act and applicable regulations) or otherwise.

This communication does not constitute or involve a recommendation to acquire, an offer or invitation for issue or sale, an offer or invitation to arrange the issue or sale, or an issue or sale, of interests to a 'retail client' (as defined in section 761G of the Corporations Act and applicable regulations) in Australia. 

Prospective investors in Australia should confer with their professional advisers if in any doubt about their position. For further information and before investing, please read the Product Disclosure Statement (PDS) and Target Market Determination (TMD) available at https://osc.brookfieldoaktree.com/aud.