The information in this site is intended for Swiss institutional investors only.

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please refer to the following information on M&G Real Estate funds.

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Audience

Leveraged finance

Leveraged loans have the potential to provide attractive levels of return with typically lower volatility than public markets.

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For further information about our leveraged finance investment opportunities.

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M&G is one of the longest established and most active leveraged loan market participants in Europe. We were one of the first non-bank investors to enter the European market in 1999, and currently have €9.4bn* in funds under management in European loans. 

* As at 30 June 2017

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.

Where past performance is referenced, please note that this is not a guide to future performance.

What are European leveraged loans?

In Europe, leveraged loans typically arise in conjunction with a private equity-sponsored ‘Leveraged Buy-Out’. They have the potential to offer a high, floating rate of interest with security over a company’s assets, a priority position in the capital structure and a free prepayment option for the borrowing company. While not always publicly-rated, leveraged loans would typically have a sub-investment grade equivalent rating. 

At M&G, we have a long track record of investing in European leveraged loans and aim to offer investors access to this specialist, private asset class.

Why invest in leveraged loans?

At M&G, we believe loans to be an attractive investment, with the potential to provide:

  • High LIBOR-linked returns
  • Downside protection from security and first-ranking position
  • Generally more stable than public markets

Our history of investing in leveraged loans

M&G was one of the first investors in leveraged loans and is one of the largest loan managers in the European market. We first started investing on behalf of our parent company, Prudential, in 1999, and now manage pooled and segregated funds for institutional investors across the UK, Europe and Asia.

Leveraged-Finance_Bar-GraphSource: M&G as at 30 June 2017. M&G figures are shown on a nominal basis plus committed capital.
All figures cited in the chart above are correct as at the end of the year that they represent.

Our product range

M&G European Loan Fund – our pooled fund with total assets of €3.9bn* 

Segregated loan mandates – currently 12 funds with total assets of €4.5bn* 

*As at 31 December 2017.

Disclaimer
This page does not constitute an offer or solicitation. The value of investments can fall as well as rise. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors and you should ensure you understand the risk profile of the products or services you plan to purchase.

M&G does not offer investment advice or make recommendations regarding investments. Opinions are subject to change without notice. Reference in this document to individual companies is included solely for the purpose of illustration and should not be construed as a recommendation to buy or sell the same.

Notice to investors in Switzerland
The Company is established as an umbrella fund with segregated liability between sub-funds under Irish law and is compliant with Swiss law for distribution to qualified investors in or from Switzerland. The Swiss representative is Société Générale, Talacker 50, P.O. Box 5070, 8021 Zurich. The Swiss paying agent is Société Générale, Talacker 50, P.O. Box 5070, 8021 Zurich. Investors in Switzerland can obtain the documents of the Company, such as the Prospectus, the Memorandum and Articles of Association and the semi-annual and annual reports, and further information free of charge from the Swiss representative. This document may only be issued, circulated or distributed so as not to constitute an offering to non-qualified investors in Switzerland. Recipients of the document in Switzerland should not pass it on to anyone without first consulting their legal or other appropriate professional adviser, or the Swiss representative.


Meet the leveraged finance investment team

Catherine Ross-89 x 102 
Co-Head of Leveraged Finance
Catherine Ross
fiona-hagdrup-89 x  102 
Fund Manager
Fiona Hagdrup
Andrew Boughen-89 x 102 
Fund Manager
Andrew Boughen
hannah-edwards 
Client Support
Hannah Edwards
catherine-peters 
Associate Director
Catherine Peters
Tom Lane-89 x 102 
Associate Director
Thomas Lane
Cameron Low-89 x 102 
Secondary Trader
Cameron Low
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For institutional investors only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website.