Avenida CLO Bond Fund Fund Managed In House

Attractive risk-adjusted returns


Avenida CLO Bond Fund’s objective is to seek to generate attractive risk-adjusted returns primarily by investing in and dynamically managing a portfolio of mainly US CLO debt securities, with potential allocation to currency-hedged European CLO debt securities on a long basis. The fund will aim for a combined average investment grade rating at the time of purchase.


The fund will invest in CLO investment grade tranches with a target rating of mainly BBB. CLO Bonds generally have lower volatility than corporate bonds of the same rating. The track record of CLO bonds has minimal historical defaults in BBB and higher tranches and, following the crisis, have enhanced protection features.


The partners managing the fund have over 18 years of experience in the CLO business, possessing a unique knowledge of the CLO market and having established relationships and direct access to CLO managers, professionals and structuring banks. They have selected over 75 different primary transactions before setting up the Avenida CLO fund, generating an average mid-teen absolute return for their investors through disciplined, consistent investment and risk management processes.

4% - 6%

per annum target return

Avenida CLO Bond Fund

Singapore Personal Data Protection Notification

The purpose of this policy is to set out how Mindful Wealth Pte Ltd (“Mindful Wealth”, “us”, “we” or “our”) collects, uses, stores and discloses your Personal Data (as defined below) in accordance with the Personal Data Protection Act 2012 (No. 26 of 2012) of Singapore (“PDPA”) and all applicable advisory guidelines. For the avoidance of doubt, this policy forms part of the terms and conditions governing your relationship with us and should be read in conjunction with such terms and conditions. This policy supplements (but does not supersede or replace) any other consents which you may have previously provided to us and it does not affect any rights that we may have at law concerning the collection, use and/or disclosure of your Personal Data. This policy may be updated from time to time to ensure that it remains consistent with our future developments, industry trends and/or any changes in legal or regulatory requirements. We will inform you of any material changes to our personal data protection practices.


Personal Data refers to any data or information about you from which you can be identified either (a) from that data or (b) from that data and other information to which we have or are likely to have access. This includes personal details like your name, passport or other identification numbers, contact numbers, address, email, date of birth, occupation, education, income levels, information on bank account(s) and assets, transaction-related information like your investment instructions, photos and videos of you from our events or office surveillances, and information about your use of our services and website, including cookies and IP address. Before investing in any Investment Product, potential investors should refer to relevant offering materials to determine if they satisfy the requirements of an Accredited Investor.


We are dedicated to keeping your data and information on you strictly confidential. At each stage of data collection, use and disclosure, we implement physical, electronic, administrative and procedural safeguards to protect your Personal Data against loss, misuse, damage and unauthorized access, modifications or disclosures of the same. We regularly review and enhance our security policies and measures to consistently maintain a high level of security.


We collect, use and/or disclose your Personal Data to provide enhanced asset management services and/or family office services to you, including (a) analysing your financial situation and determining financial strategies and products suitable for you; (b) assessing and processing your applications and instructions for financial products and services offered by us and/or other financial institutions or product providers; (c) analysing and managing financial and commercial risks including preventing, detecting and investigating crime; (d) updating you on your financial situation, our performance of our services to you, developments in our services and special happenings; (e) responding to your queries and instructions and handling complaints; (f) internal reporting and analysis related to our business operations; (g) maintaining records of your instructions and our interactions with you; and (h) any other purposes related to the above purposes. If we wish to collect, use, retain and/or disclose your Personal Data for any other purposes, we will seek your consent.


We may have and may collect your Personal Data ourselves or through third parties (a) during our preliminary discussions with you and when establishing our relationship with you; (b) when you interact with our employees, in particular with your Relationship Manager; (c) when you communicate with us by email or telephone, your emails will be retained and we may monitor and/or record your voice calls to us; (d) when you attend our events or enter our premises, we may take pictures or videos or you may be captured on our closed circuit television cameras surveillance; (e) when you access our website; (f) when you respond to our requests for additional Personal Data; and (g) when you submit your Personal Data to us for any other reason.When you access our website you generally do so anonymously. Your activity may however be monitored by cookies (small data files sent to your browser to track information about your usage of our website) or other navigational data. Should you wish to disable such cookies, you may do so by changing your browser settings. However, you may not be able to enter certain part(s) of our website.


Generally, we shall protect and keep confidential your Personal Data. Save as required by applicable laws, court orders and governmental regulations, we will disclose your Personal Data only with your consent and for purposes that you have been informed about.

In performing our services we may have and may disclose your Personal Data for the purposes set out above to parties such as (a) our group companies; (b) banks, financial institutions, credit card companies and their respective service providers; (c) companies providing services relating to insurance and/or reinsurance and associations of insurance companies; (d) our agents, contractors or operational third party service providers; (e) our professional advisers such as our auditors and lawyers; (f) regulators and authorities; (g) any other party to whom you have expressly or impliedly authorised us to disclose your Personal Data to. “Group companies” means Mindful Wealth Pte Ltd, and any of their subsidiaries, parent companies, affiliates, associated entities and any of their branches and offices. For full information on our group companies including the structure and manner of sharing information please contact your Relationship Manager or our Compliance Officer.

When we disclose your Personal Data to third parties, we will ensure that they are contractually bound to protect your Personal Data in accordance with applicable laws and regulations, save in cases where your Personal Data is shared with governmental agencies and regulators, or where your Personal Data is publicly available or where use/disclosure of your Personal Data is otherwise legally mandated and exempted.

If your Personal Data is transferred overseas, we will inform you of the extent to which your Personal Data will be protected in the foreign jurisdiction(s) to which it will be transferred and seek your consent.


We shall store your Personal Data for as long as necessary to fulfil the purposes for which such data was collected, our business purposes, our internal and legal needs or as is otherwise legally required.


We shall store your Personal Data for as long as necessary to fulfil the purposes for which such data was collected, our business purposes, our internal and legal needs or as is otherwise legally required.

By Email:

By Post:
The Data Protection Officer, Federico Lo Conte Mindful Wealth Pte Ltd
55 Mohamed Sultan Road
#01-03 Sultan Link
Singapore, 238995
Tel: +656922 6335

Our Compliance Officer shall strive to respond to you within 30 days of your submission.

Please note that if you withdraw your consent to any or all use or disclosure of your Personal Data, depending on the nature of your request, we may not be in a position to continue to provide our services or products to you or administer any contractual relationship in place. Such withdrawal may result in the termination of any agreement you may have with us. All our rights are reserved in such event.


If you should be dissatisfied with our handling of your Personal Data, please submit a written complaint to our Compliance Officer. For full details on our complaint handling timeline and process, please visit our website at www.mindfulwealth.com or contact our Compliance Officer.
In order for us to comply with our regulatory requirements, we kindly request you to confirm that you have received the information above and agree and consent to us as well as our respective agents, authorised service providers and relevant third parties collecting, using disclosing and/or sharing your Personal Data in the manner set forth in this Singapore Personal Data Protection Notification. Such consent shall continue to subsist until we receive written communication from you of the withdrawal of your consent.

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