LGIM introduces new short-term alternative finance fund

Investment

Legal & General Investment Management (LGIM) has launched a new short-term alternative finance fund in response to investor demand. 

The Fund focuses on short-term alternative financing solutions such as asset-backed lending, trade receivables, supply chain finance, and capital call facilities. It is directed towards institutional investors, such as family offices, endowments, insurance companies, and pension schemes.

The newly created RAIF platform, which is an umbrella fund platform with Luxembourg domicile, will host it. The Luxembourg-based fund offers investors an alternative to cash with its portfolio of sub-1 year private credit assets, aiming for attractive yields and low volatility.

The first short-term alternative finance strategy from LGIM was introduced in 2021. It currently oversees over £1 billion in short-term schemes and invites other investors to partner with the Legal & General Group.

The Alternative Debt investment team at LGIM, under the direction of Matthew Taylor, underwrites all fund transactions with Sam Jones serving as joint fund manager.

LGIM head of alternative debt Matthew Taylor says: “We believe short-dated alternative finance can provide an attractive solution for enhanced returns in comparison to liquidity funds or holding cash. It achieves this with low duration and volatility helping investors to maintain sufficient liquidity with potentially reduced risk when compared to other alternatives.”

LGIM head of private credit Nick Bamber says: “We’re proud to have launched a second iteration of this fund and to open it up to investors. Our short-term strategy is a fast-growing area of our business, having deployed over £2bn since 2021. Having grown LGIM’s footprint and product offering in continental Europe for several years, we believe this asset class offers attractive yields, low risk and with a strong pipeline ahead. This makes short term alternative finance a potentially attractive, strategic cash alternative for investors.”

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