A German family office plans an initial €5 million commitment to a UCITS‑compliant Nordic high‑yield fund, with capacity to scale over time. According to Global Fund Search, the investor favors a dynamic, return‑seeking strategy over a defensive profile. The family office already allocates between €2-15 million across multiple strategies and the Nordic high‑yield allocation would sit within this range.
The family office is looking for:
- Dynamic Nordic High Yield UCITS funds with flexibility to capture opportunities.
- Managers can propose their own benchmark e.g., ICE BofA Nordic High Yield Index
- Seeking agressive, high-yielding funds that are less defensive, with a clear focus on generating attractive returns. Openness to currency risks (e.g., NOK, SEK).
- Preferably NOK share classes, with the manager’s view on e.g., NOK, SEK, or EUR return prospects.
- Must be structured as a UCITS fund
- Must comply with the 10% target fund restriction, embedded in the fund’s pricing
Process outline
- Shortlisting during Q4 2025
- Implementation – Q4 2025 / Q1 2026
Performance data
- EUR, Gross of fees
- If you submit a composite or single portfolio, please provide the returns of the fund itself (see Q5)
Deadline
October 01, 2025 (Cut-off: Midnight CET, Expiry date inclusive)
To review the search and apply, asset managers need to register here on globalfundsearch.com and locate the respective RFPs.
