With Baloise as a substantial anchor investor in the Baloise Corporate Direct Lending Fund, investors are given access, via the fund’s separate feeder, to two top-tier corporate direct lending managers, Hayfin and Permira, that provide debt financing for European private-sector companies. With an estimated expected net return1 of 300–500 bps above the EURIBOR and less of a risk compared to high-yield bonds, this asset class offers qualified investors an interesting and profitable instrument for diversifying traditional portfolios. The innovative structure also offers semi-liquidity in an otherwise illiquid asset class (after an initial Lock-up period).
Samuel Müller, Senior Portfolio Manager, Asset Management
The Baloise Infrastructure Debt Fund provides qualified investors with access to the three top-tier infrastructure managers Infranity, MEAG and Macquarie, which provide debt financing for European infrastructure projects. Infrastructure debt is a suitable alternative to government bonds with comparable risk but higher expected returns. With Baloise as a substantial anchor investor and an exposure of over EUR 1.2 billion, investors benefit from a strong alignment of interest and the long-standing expertise of the Baloise Asset Management investment team.
Source: Asset Management of Baloise
Samuel Müller, Senior Portfolio Manager, Asset Management
Baloise's Senior Secured Loans Fund (SSL) combines Baloise Asset Management's knowledge in the area of senior secured loans with the expertise of three carefully selected, independent loan managers from the field of credit analysis and selection. Spread across a broad base of international subsidiaries, the Baloise Group has invested more than a billion francs in this investment fund.
Thomas Haueter, Senior Portfolio Manager, Asset Management
The SFDR website disclosures relating to the Baloise Senior Secured Loan Fund are intended exclusively for existing investors and are therefore protected by a password. Prospective investors who wish to review the disclosures may request access by contacting privateassets@baloise.com.