CG Aegon AM Private Credit LTAF
Bringing unique opportunities to investors who look beyond the conventional
CLASS AND CODES
Asset Class: Fixed Income
Investment objective

 

The CG Aegon AM Private Credit LTAF is a diversified strategy that aims to achieve its objective by investing in a range of actively managed funds or other investment vehicles that invest in private loans and other fixed income securities.

 

Key considerations

The LTAF allocates to yield-enhancing illiquid private credit segments including Corporate Lending, Fund Financing, Insured Credit, Renewables and Asset Backed Finance. The underlying strategies have been selected based on the following criteria:

 

 

  • Focus on yield-enhancing private credit segments

  • Risk diversification across and within asset classes

  • Achieving a portfolio with c.30% UK exposure

  • Achieving an implied weighted average credit rating of BBB for the portfolio

  • Investing in private credit assets that are not considered detrimental under Aegon AM’s proprietary ESG/sustainability matrix

 

 

These unique assets have the potential to generate higher returns compared to public markets, increase diversification, and contribute to financing companies and projects in various high-quality jurisdictions including the United Kingdom.

The role of Private Assets within LTAFs

In this expert panel discussion, speakers from Aegon AM, Aegon UK, and Isio explore the opportunities and challenges of integrating private assets into Long-Term Asset Funds (LTAFs). They share their thoughts on how LTAFs are opening up new options for DC pension schemes, what this could mean for members, and how the industry is adapting to new rules and ways of working.

 

Speakers

 

  • Lorna Blyth, Managing Director of Investment Proposition, Aegon UK
  • Neil Otty, Investment Consultant & Head of Multi-Asset Research – Investment Advisory, Isio
  • George Nijborg, Head of Insured Strategies and European Private Placements, Aegon AM
Why Aegon Asset Management for Private Credit?

 

Aegon Asset Management is one of Europe’s largest alternative fixed income managers, offering clients skill, scale and experience.

 

Active in 4 core Private Credit areas

 

 

 

  • Key strategic line of business for Aegon AM

  • Offers additional yield over equivalent rated Core Fixed Income strategies

  • Risk diversification across borrowers and asset categories

  • With ca EUR 81bn AuM managed by a 60-strong global team, Aegon AM is one of the largest Alternative Fixed Income asset managers in Europe*

Contact us
Jill Johnston
Head of UK Institutional Business
+44 (0) 7740 897 771
jill.johnston@aegonam.com
Carly Norris
Senior Consultant Relations Manager
+44 (0) 7976 837240
carly.norris@aegonam.com
Jordan Irvine
Institutional Client Director
+44 (0) 7971 268 144
jordan.irvine@aegonam.com
Alexandra Ross
Consultant Relations Manager
+44 (0) 7740 897 044
alexandra.ross@aegonam.com
Quill PR
aegonam@quillpr.com
Disclosures