Swiss Life Loan Fund (LUX) - Senior Secured Loans V Institutional USD Inc header image

Swiss Life Loan Fund (LUX) - Senior Secured Loans V Institutional USD Inc

Fund

ISIN LU1906407959 / Valor 48587286

NAV (2026-04-30)
USD 137.14+1.51%

Swiss Life Loan Fund (LUX) - Senior Secured Loans V Institutional USD Inc
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Senior Secured Loans V focuses on investing primarily in first-position senior secured loans issued by companies in developed markets. At least 85% of the fund’s portfolio is dedicated to these secure loans, ensuring strong priority in repayment. The fund maintains diversification by limiting any single borrower to a maximum of 5% of the portfolio and restricting investments within any one industry to no more than 30%. This strategy aims to deliver stable income while minimizing price swings and interest rate risks.

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Tags:
developed markets senior secured loans jpmorgan leveraged loan index

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Risk level

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