PLANS
STERLING
SYNDICATED LOAN PLAN
The syndicated loan market allows a more efficient
geographical and institutional sharing of risk. North
American and European banks raise funds to loan to emerging
market borrowers and allocate these loans to local banks.
Syndicated loans and credits allow the sharing of credit
risk between various financial Institutions and have
become a significant source of international financing.
Through the creation of private placements and tax efficient
SPV's for private and institutional clients Sterling
Capital is active in the syndicated loan markets and
can arrange access to the wholesale secondary market.
The first private placement aimed at the private client
market. Sterling Capital has created the first of these
to become available. Members of Sterlings’ management
team have had 20 years' combined experience in this
arena and have had prior representation at Board level
on the City of London's Loan Market Association, and
have been involved in a number of prestigious transactions
and awards including:
South Asian FRN House of the Year 1997
Arranger in France Telecom £400 Million Syndication
2000
Indian Loan House of the Year 1998
Investment in this rapidly growing asset class provides
investors with exposure to large companies without the
volatility of the stock market. Moreover as loans are
priced at a floating rate over 3 month Libor, the margin
over Libor to investors is unaffected by movements in
interest rates. Investments in fixed income markets
experience falling yields as interest rates rise. Investors
also benefit from tighter loan covenants providing them
with more security than in the fixed income market.
Please contact us
STERLING YIELD ENHANCEMENT
PLAN
As one of the leading market makers in the With Profits
markets and Traded Endowment markets Sterling Capital
and has created a solution with great advantages over
flagging With Profit Bond investments involving no further
capital and no additional exposure to the stock market.
With Profit investors are already experiencing high
MVA's and lower than expected returns. Interest rates
rises may negatively impact the performance of those
With Profits funds with a significant exposure to fixed
interest securities which have been purchased with fixed
interest coupons. The Sterling Yield Enhancement Programme
is an ideal way to enhance return and diversify exposure
to one fund without taking on additional risk.
Please contact us
STERLING SYNTHETIC OBLIGATION
PLAN
This exciting market allows investors to leverage their
equity through un-funded participations and sub-participations
either on a partial or non re-course basis. Sterling
Capital is an innovator in the Credit Default Swap market
and is active in loans, traded life and property assets.
Investments can be made on a stand alone basis or via
a Sterling Capital private placement programme.
The synthetic market since began in the late 1990's
and created the first credit link loans in 1999 against
a basket of issuers including ICICI Bank and IDBI. Sterling
Capital’s management have been involved in this
market since its’ inception.
Please contact us
Tel: +44 (0)870 043 4397
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