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About us:

Volta Finance

Volta Finance Limited ("Volta") is an investment company forming part of AXA IM Alts platform that manages alternative credit investment solutions. Volta aims to deliver equity returns on a long-term basis, across multiple market cycles through a multitude of structures. 

How we operate:

Capital enhancement across the credit cycle

Volta pioneered the collateralised loan obligations ("CLO") investing landscape with its first investments in 2006.

Volta’s investment objectives are to seek to preserve capital across the credit cycle and to provide a stable stream of income to its Shareholders through dividends on a quarterly basis.

The investment strategy includes a diversified portfolio of alternative credit assets and comprises both direct and indirect investments in, and exposures to, a variety of assets selected for the purpose of generating stable and consistent cash flows.

Volta predominantly focuses its investment strategy on CLO providing investors with exposure to a portfolio of senior secured bank loans diversified in terms of issuers, industries and geographies.

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Consistent strong performance

Volta aims to deliver strong performance to investors and to maintain the level of dividend throughout credit cycles.

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Highly skilled investment team

20+ years industry experience across multiple credit cycles with experts in portfolio management, trading, research and structuring.

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Long standing experience

An investment team with the access, insight and sourcing capabilities of a large-scale and long established player.

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Responsible investment

Volta not only acts as a responsible investor but limits exposure to negative market situations to improve durability of investments. Since 2018 we require industry exclusions when investing in the primary market.

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8.0

%

Annualised since inception 1

4.2

%

Annualised of 5 years 1

2.3

%

1 month 1

255.5

M

NAV as of March 2024 1

10.3

%

Trailing 12-month Div. Yield 1

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1  Source: Volta Finance Ltd Monthly Report - March 2024

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