Aegon Capital Call Finance Fund
CLASS AND CODES
Asset Class: Fixed Income
ISIN: LU2919281704
Fund description

 

The Sub-Fund aims to provide investors risk-adjusted returns by investing, directly or indirectly, in G10 currency denominated Capital Call Finance Loans granted to predominantly private equity buyout funds domiciled in developed markets.

Unlocking Capital Call Finance to Institutional Investors: Is It an Investment Opportunity Worth Considering?

Chris Helyar, Partner at LCP, and Bas Kragten, Head of Fund Finance and Infrastructure Debt at Aegon AM, explore the potential of Capital Call as an investment strategy. They provide insights into the key characteristics of Capital Call Finance, the associated risks, returns expectations, and why institutional investors may find the asset class particularly compelling in today’s economic environment.

Why Aegon AM?

 

  • Sizeable and seasoned investment team with extensive experience in Fund Finance since 2018

  • Solid track record of transaction sourcing and execution

  • No credit migration to date

  • Proven, well established origination network

  • Proprietary credit underwriting and ESG analysis and monitoring