Private Assets
Discover private loans as a high-yield alternative offering diversification from traditional bonds – particularly in the current low-interest-rate environment.
With Helvetia acting as the anchor investor in the Helvetia Corporate Direct Lending Fund, investors gain access via its separate feeder fund to four top-tier corporate direct lending managers – Hayfin, Permira, Kartesia and Apera – which provide debt financing to private European companies. With an estimated expected net return of Swiss Average Rate Overnight + 400bps1 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. Furthermore, the fund’s innovative structure allows for regular partial liquidity following an initial closed period, thereby providing attractive access to an otherwise largely illiquid asset class.
Manuel Luchs, Portfolio Manager, Asset Management
The Helvetia 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 Helvetia 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 Helvetia Asset Management investment team.
Source: Asset Management from Helvetia; for illustrative purposes only.
Manuel Luchs, Senior Portfolio Manager, Asset Management
The Helvetia Senior Secured Loans Fund combines Helvetia Asset Management’s know-how in the field of senior secured loans with the expertise of three carefully selected, independent loan managers in the area of credit analysis and selection. The Helvetia Baloise Group has a broad base across all its national subsidiaries, with over one billion Swiss francs invested in these investment funds.
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.