Ironshield Credit Fund

The Ironshield Credit fund is advised by Ironshield Capital Management’s London-based team of traders and analysts. Ironshield was established in 2007 and manages portfolios of long and short positions with a principal focus on event driven, stressed and distressed European corporate credit.

The investment team’s objective is to achieve high absolute returns by exploiting periods of market mispricing caused by operational and capital structure changes in corporates. The team uses a probability and scenario driven approach to evaluate opportunities and assess risk. Credit selection and position sizing are based on in-depth analysis and due diligence of a select group of corporates that the team typically tracks over a multi-year period. The team also evaluates the interplay between stakeholders and jurisdictional issues that affect the outcome for investors in corporate capital structures. The portfolio is focussed on actively traded bonds, credit default swaps and other corporate securities with events typically within the next 3-6 months.

Key Contacts

Ironshield Credit Fund

David Nazar

David Nazar

Managing Partner, CIO
David Nazar has worked in credit markets for the past… read more

Key Points

Ironshield Credit Fund

01

One of the most experienced credit investment teams in Europe

02

Proven event driven European credit strategy exploiting market mispricing in corporate debt markets

03

Investment approach based on bottom up specialist understanding of individual European companies

Share class data

Ironshield Credit Fund

Share class ISIN Currency Date NAV YTD Perf (%) 1w (%) 1m (%) 3m (%) 6m (%) 1yr (%) 3yrs (%)
CHF Institutional Class A Pooled Shares IE00BJBY7242 CHF 19/12/2024 96.99 2.37 0.06 1.25 2.17 5.28 * -7.06
CHF Institutional Class A Shares IE00BJBY6Y91 CHF * * * * * * * * *
CHF Institutional Class A1 Shares IE00BKSBGJ52 CHF * * * * * * * * *
CHF Retail Class Pooled Shares IE00BJBY7K21 CHF * * * * * * * * *
EUR Class M Pooled Shares IE00BJBY7L38 EUR * * * * * * * * *
EUR Class M2 IE000RGTYL22 EUR 19/12/2024 111.91 * 0.16 1.65 3.25 7.62 * *
EUR Institutional Class A Pooled Shares IE00BJBY6Z09 EUR 19/12/2024 109.60 4.15 0.12 1.30 2.44 5.79 * -3.17
EUR Institutional Class A Shares IE00BJBY6V60 EUR 19/12/2024 174.41 5.16 0.14 1.53 2.87 6.82 * -2.42
EUR Institutional Class A1 Shares IE00BKSBGF15 EUR 19/12/2024 183.28 5.93 0.15 1.59 3.06 7.22 * -0.18
EUR Retail Class Pooled Shares IE00BJBY7358 EUR 19/12/2024 124.87 3.62 0.10 1.19 2.19 5.50 * -5.37
GBP Class M Pooled Shares IE00BJBY7M45 GBP * * * * * * * * *
GBP Class M2 IE000SYEZ4L2 GBP * * * * * * * * *
GBP Institutional Class A Pooled Shares IE00BJBY7028 GBP 19/12/2024 107.34 4.95 0.14 1.41 2.74 6.40 * *
GBP Institutional Class A Shares IE00BJBY6W77 GBP * * * * * * * * *
GBP Institutional Class A1 Shares IE00BKSBGG22 GBP * * * * * * * * *
GBP Retail Class Pooled Shares IE00BJBY7796 GBP 19/12/2024 101.68 4.61 0.12 1.29 2.47 6.09 * *
USD Class M Pooled Shares IE00BJBY7N51 USD 19/12/2024 102.28 * 0.19 1.78 * * * -29.22
USD Class M2 IE0007MB8ES3 USD * * * * * * * * *
USD Institutional Class A Pooled Shares IE00BJBY7135 USD 19/12/2024 153.14 5.58 0.13 1.39 2.67 6.55 * 1.64
USD Institutional Class A Shares IE00BJBY6X84 USD 19/12/2024 115.85 5.58 0.13 1.39 2.67 6.56 * 2.40
USD Institutional Class A1 Shares IE00BKSBGH39 USD 19/12/2024 134.78 6.83 0.15 1.58 3.10 7.43 * 4.84
USD Retail Class Pooled Shares IE00BJBY7804 USD 19/12/2024 133.60 4.83 0.11 1.27 2.40 6.05 * 0.37

Download related files

Ironshield Credit Fund

Ironshield Credit Fund - Supplement - dated 5 April 2024.pdf
Supplementary Information Download
Ironshield Credit Fund Factsheet - August 2024
Factsheets Download
Ironshield Credit Fund Factsheet - July 2024
Factsheets Download
Ironshield Credit Fund Factsheet - June 2024
Factsheets Download
Ironshield Credit Fund Factsheet - May 2024
Factsheets Download
Ironshield Credit Fund Factsheet - April 2024
Factsheets Download
Ironshield Credit Fund Factsheet - March 2024
Factsheets Download
Ironshield Credit Fund Factsheet - February 2023
Factsheets Download
Ironshield Credit Fund Factsheet - December 2023
Factsheets Download
Ironshield Credit Fund Factsheet - November 2023
Factsheets Download
Ironshield Credit Fund Factsheet - October 2023
Factsheets Download
Ironshield Credit Fund Factsheet - September 2023
Factsheets Download
Ironshield Credit Fund Factsheet - August 2023
Factsheets Download
Ironshield Credit Fund Factsheet - July 2023
Factsheets Download
Ironshield Credit Fund Factsheet - June 2023
Factsheets Download
Ironshield Credit Fund Factsheet - May 2023
Factsheets Download
Ironshield Credit Fund Factsheet - April 2023
Factsheets Download
Ironshield Credit Fund Factsheet - March 2023
Factsheets Download
Ironshield Credit Fund - Factsheet February 2023
Factsheets Download
Ironshield Credit Fund - Factsheet January 2023
Factsheets Download
Account Opening Form - Ironshield Credit Fund
Subscription documents Download
Subscription Form - Ironshield Credit Fund
Subscription documents Download
MontLake UCITS Platform ICAV – Prospectus – 19 Feb 2021
Prospectus Download

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