The Fund will provide eligible investors with access to a well-diversified portfolio of direct loans to leading European mid-market companies. After the initial ramp-up period, the Fund will offer monthly liquidity subject to certain conditions. Zurich has been investing in private debt for its own account for over 15 years and has a deep understanding of the asset class. The Group has a long and trusted relationship with Pemberton, which is one of its largest and most successful asset managers.
With increasing demand for flexible, tailored financing solutions amidst a historic rise in interest rates, private debt investments offer notable opportunities for investors. Zurich Private Debt ELTIF aims to capture these opportunities for a wider customer base, in an asset class that is traditionally only available to professional investors. Private credit has continually grown over recent years. Attractive risk-adjusted returns, portfolio diversification, and lower volatility are some of the key benefits of the asset class, which is appealing to an ever-broader number of investors.
We are pleased to expand our partnership with Zurich and offer their customers access to the benefits of this exciting asset class. The Fund is actively managed and is not managed in reference to a benchmark.
As with all investments, investing in this product may entail risks such as credit, liquidity, valuation, currency among others. Interested eligible investors should consult the prospectus for details on the risks associated with investments in the Fund. It offers investors the opportunity to access illiquid assets classes and are often structured to provide investors with liquidity options, making them an attractive investment opportunity for both professional and individual investors.
Sponsored by Zurich Insurance Company Ltd. Waystone Management Company Lux S. The Fund has appointed Pemberton as the portfolio manager. The direct investment in the Fund concerns the acquisition of shares in the Fund, and not in a given underlying asset, as these are only the underlying assets owned by the Fund. For complete information on the mandatory disclosures of the Article Please note that the Fund will be marketed only to eligible investors in some jurisdictions once the relevant marketing passport has been obtained.
