Launch of Global Credit and High Yield UCITS Funds mark a milestone in Osmosis’s cross-asset sustainable investing ambitions
Osmosis Investment Management has launched two credit funds – the Osmosis Global Credit UCITS Fund (OSMGCC1) and the Osmosis Global High Yield UCITS Fund (OSMGCCA) – delivering on the group’s long-standing goal to extend its sustainability-oriented approach across asset classes.
The strategies applied in these funds, which went live on 2 July, are managed by Osmosis’s newly established Netherlands-based affiliate Osmosis Investment Management NL B.V. (Osmosis NL), and launched with EUR €300 million seed investment from the Commonwealth Superannuation Corporation (CSC) of Australia. Both strategies are designed to target strong risk-adjusted returns versus the index across diverse market cycles, while maintaining the firm’s core commitment to sustainable investing.
When asked about the launch Osmosis CEO Ben Dear commented:
“Osmosis has seamlessly integrated two institutional-grade, actively managed investment
funds with our hallmark approach: sustainable, cost efficient, and research driven
investment solutions for investors navigating today’s complex and fast-evolving market
environment,”
He added:
“Our seasoned portfolio management team in the Netherlands applies a rigorous top-down
and bottom-up investment framework, aiming to generate alpha by targeting financially
resilient companies aligned with the transition to a more sustainable global economy.”
Peter Kwaak is the lead portfolio manager for the Osmosis Global Credit UCITS Fund while Patrick Bawlf leads the Osmosis Global High Yield UCITS Fund. Both managers are institutionally recognised fixed income professionals with extensive experience and a longstanding history of collaboration at a major global asset manager.
Osmosis’s Fixed Income business, under the leadership of CIO Victor Verberk, is described by the firm as a “scale-up” rather than a “start-up” and now comprises a dedicated team of 12 full-time professionals.
Peter Kwaak, Lead Portfolio Manager Global Credit, commented:
“We combine deep credit expertise with advanced technology to push the boundaries of sustainable investing while targeting compelling investment returns. We believe understanding the transition to a more sustainable economy creates opportunities to achieve strong long-term performance.”
Victor Verberk, CEO and CIO of Osmosis NL, said:
“Partnering with the Commonwealth Superannuation Corporation (CSC) to manage our first fixed income portfolios marks an exciting milestone for Osmosis NL and reflects the culmination of months of intense preparation and hard work. We spent as much effort on the operational quality as on the investment quality of our services.
Being fully operational and managing capital so soon after receiving AFM approval in April is a remarkable achievement. It’s a testament to the dedication of our team and the strong support of our institutional shareholders, which has allowed us to hit the ground running.”
Alison Tarditi, CIO, Commonwealth Superannuation Corporation said
“We are in the business of building, supporting and growing deeply talented and future-fit asset managers, like Osmosis NL, that bring innovative investment solutions to life. We look for market-leadership via thoughtful value propositions, crispness of purpose, and, most importantly, agile risk-management. Osmosis NL demonstrates these characteristics. We believe this will enable them to manufacture the dependable net return streams our customers need.”
About Osmosis
Osmosis’ mission since 2009 has been to become the world’s leading dedicated environmental asset manager, delivering sustainability-focused investment solutions across multiple asset classes. Building on our strong foundation in systematic equity, we have expanded our expertise to include fixed income and credit through our team in the Netherlands, strengthening our ability to support clients in every market environment.
Through proprietary research, advanced analytics, and deep environmental insight, we help investors align portfolios with the global transition to a sustainable economy. We work with institutional and wealth clients worldwide to deliver financial performance alongside measurable positive environmental outcomes.
As a cross-asset sustainability specialist, Osmosis leads with innovation, responsible stewardship, and an unwavering commitment to supporting the environmental transition, empowering investors to build a resilient and sustainable future.
www.osmosisim.com
www.osmosisim.com/nl
Important Information
This document is issued by Osmosis (Holdings) Limited (“OHL”), a UK-based investment management group. UK-based Osmosis Investment Management UK Ltd (“OIM UK”), US-based Osmosis Investment Management US LLC (“OIM US”), Australia-based Osmosis Investment Management (AUSTRALIA) PTY LTD (“OIM AUS”) and Netherlands-based Osmosis Investment Management NL BV (“OIM NL”) are members of the Osmosis Group of companies. OHL is the parent company of the Osmosis Group.
OIM UK is regulated by the FCA (Reference no. 765056), OIM US is a registered investment adviser with the SEC, OIM AUS is a corporate authorised representative of Eminence Global Asset Management Pty Ltd (AFSL 305573) and OIM NL B.V. (“Osmosis NL”) is authorised and regulated by the Dutch Authority for the Dutch Financial Markets (AFM) (Registration no. 15006165; Dutch Chamber of Commerce no. 94583714).
For more information, please contact Lisa Harrison on +44 7716 912832 or +31 (0) 616050376 [email protected]