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Euro Secured Loans Fund

Overview

INVESTMENT OBJECTIVE

To aim to generate investment returns by investing in a diversified portfolio of European secured loans and sub participations in secured loans with a minimum instrument credit rating of B3/B- or higher. At least 75% of the loan portfolio will be in European secured loans. Non-Euro denominated investments will be hedged back to Euros (the base currency of the Fund). The Fund may also invest in other senior secured floating rate notes, money market instruments, derivatives and forward transactions, deposits and units in collective investment schemes.

Portfolio Management

Tim Elliot

Portfolio Manager

Industry since 1997. Joined Firm in 2014.

David Huang, CFA

Portfolio Manager

Industry since 2002. Joined Firm in 2002.

Performance

Portfolio

Documents