Volta Finance

LN: VTA

€254.6m market cap

€6.96 last close

Volta Finance was established in December 2006 and its investment objective is to preserve capital across the credit cycle and provide a stable income stream to its shareholders through investment in a diversified portfolio of structured finance assets providing leveraged exposure to portfolios composed of a broad range of cash-generative debt assets.

Investment summary

Volta Finance provides an opportunity to gain leveraged exposure to US and European cash-generative debt assets, in particular through collateralised loan obligations (CLOs). The fund is managed by AXA Investment Managers (AXA IM), a veteran in the structured finance market with a dedicated team that has 17 years of experience across two credit cycles and a proven track record. This expertise (together with Volta’s adaptable investment strategy) will be important when we approach the end of the credit cycle and future returns may vary significantly depending on the selected CLO collateral, managers and tranches.

Share price graph
Price performance
%
1m
3m
12m
Actual 1.3 4.0 (1.1)
Relative* (1.8) (4.2) (4.1)
52-week high/low €7.3/€6.6
*% relative to local index
Key management
Serge Demay Senior Portfolio Manager