- Year to date through the Refinitiv Lipper fund flows week ended October 13, 2021, investors have injected a net $36.7 billion into Loan Participation Funds (including ETFs).
- While the average taxable fixed income fund posted a 0.56% return year to date, Loan Participation Funds have chalked up the second strongest return (+4.06%) of the classifications in Lipper’s taxable fixed income universe - bettered only by High Yield Funds (+4.40%).
- The top attractor of investors’ assets in this space was the SPDR Blackstone Senior Loan ETF (SRLN), which took in $5.4 billion so far in 2021.
For further details see:
Loan Participation Funds Can Add Some Needed Diversification In A Rising Interest Rate Environment