Muzinich & Co. announces the launch of Fixed Maturity Fund

Muzinich & Co. announces the launch of the Muzinich Global Fixed Maturity 2027 Fund which leverages Muzinich’s capabilities in corporate credit and “fixed maturity” strategies. To date the Firm has launched 17 fixed maturity vehicles with AUM of US$ 2.4bn. Managed by an experienced investment team led by Tatjana Greil Castro, the Global Fixed Maturity 2027 Fund is expected to launch in the second half of April and subscriptions will close in September 2023.

The Fund invests mainly in investment-grade bonds globally with a focus on Europe but can also invest in high-yield bonds to seek to increase the return potential. The Fund will seek to invest in a broadly diversified portfolio of bonds with a similar maturity to its target date maturity of 31 December 2027 or within 1 year of the target date. The Fund has a quality bias and has to maintain an Investment Grade rating at all times. Additionally, it promotes environmental and/or social considerations as part of the investment process and as a result, the Fund is classified as an Article 8 under the SFDR regulation*. 

The Muzinich Global Fixed Maturity 2027 Fund will be available for sale in Austria, France, Germany, Italy, Spain and Switzerland.

*Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector.