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Muzinich & Co. Launches New Global Fund with 2029 Maturity
ESG investment

Muzinich & Co. Launches New Global Fund with 2029 Maturity

Muzinich & Co. has launched the Muzinich Global Fixed Maturity 2029 Fund, its third defined-maturity fund in three years. The fund focuses on investment-grade bonds, with a 50/50 split between Europe and the U.S., and incorporates ESG criteria. With a maturity date of December 31, 2029, and a subscription period ending on July 31, 2025, it aims to provide attractive returns in a high-interest-rate environment.
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28 JAN, 2025

By RankiaPro Europe

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The firm expands its Target Date range with a focus on corporate credit

Muzinich & Co., a global specialist in public and private corporate credit, has announced the launch of its new Muzinich Global Fixed Maturity 2029 Fund. This marks the third defined-maturity fund introduced by the firm in as many years, reinforcing its commitment to defined-maturity investment strategies.

A diversified fund with a quality bias

The fund will invest in investment-grade bonds globally, with the flexibility to include high-yield bonds to enhance potential returns. The portfolio will be equally diversified between Europe (50%) and the United States (50%), with a maturity date set for December 31, 2029. The subscription period will close on July 31, 2025.

In addition to its focus on credit quality, the fund incorporates ESG (environmental, social, and governance) criteria, classified as Article 8 under SFDR regulation, prioritizing investments in companies with strong sustainability practices.

Investment opportunity in a high-interest-rate environment

Rafael Ximénez de Embún, Managing Director for Iberia and Latam at Muzinich & Co., emphasized that the fund is designed to capitalize on the current yield levels in the investment-grade segment, in an environment where interest rates are expected to remain high in certain regions.

Furthermore, Ximénez de Embún highlighted the firm's 35+ years of experience in corporate credit and its track record of 18 defined-maturity funds launched to date. According to the executive, this strategy aims to offer investors stable returns, combining attractive yields with controlled volatility and periodic coupon distributions.

The Muzinich Global Fixed Maturity 2029 Fund will be available to investors in Ireland, Belgium, France, Germany, Luxembourg, Spain, and Switzerland.

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