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Mundus private debt fund changes its name to INVL Bridge Finance

Mundus Bridge Finance, a private debt fund of INVL, the leading investment management and life insurance group in the Baltics, is changing its name to INVL Bridge Finance. The new name reflects the company’s changed shareholder structure and the fact that it is part of the INVL group.

“The fund’s new name will make us more recognisable on the market as part of the INVL group. Our strategic objectives for the fund remain leveraging our many years of experience for an ever-stronger position in the alternative investment market and creating maximum value for our investors and portfolio companies. Businesses are increasingly turning to private debt for the advantages it offers over other forms of financing, such as access to capital when traditional sources are limited and the ability to quickly and flexibly tailor debt terms to their specific needs,” says Viktorija Vaitkevičienė, the CEO of Mundus, the asset management company that manages the INVL Bridge Finance private debt fund.

The change of the private debt fund’s name to INVL Bridge Finance will have no effect on the fund’s clients or partners.

INVL Asset Management, part of the INVL group, became the sole shareholder of Mundus, the private debt fund’s manager, in February this year, after buying 49% of shares from the company’s former partners.

INVL Bridge Finance, an open-ended fund for informed investors, seeks a stable long-term return by investing in private debt securities of companies in the fast-growing alternative finance sector and providing bridge financing for projects of various types.

Since its launch in 2015, INVL Bridge Finance has completed 24 transactions. The private debt fund has provided financing for renewable energy projects including solar power plants in Romania and wind farms in Lithuania. It has also financed the growth of car sharing, leasing and consumer loan companies, acquisitions of forests and farmland, international business expansion and other projects.

At the end of October 2023, Mundus Bridge Finance had assets under management of EUR 29.84 million.

About the INVL group

INVL is the leading investment management and life insurance group in the Baltic region. Its companies manage pension and mutual funds and life insurance directions, individual portfolios, private equity, and other alternative investments. Over 300,000 clients in Lithuania, Latvia and Estonia and international investors have entrusted the group’s companies with the management of more than EUR 2 billion of assets. In the business for more than 30 years now, the group has solid experience in managing private equity assets and building market players that are leaders in their respective fields in the Baltic countries and Central and Eastern Europe.

Important notice:

This is a marketing communication of an information nature, which is not and shall not be construed as an offer to purchase investment units of a collective investment undertaking, an investment recommendation, or investment research, as it is not designed to take into account the investment objectives, financial situation, or needs any individual investor.

When investing, the investors assume the risk associated with the investment. The value of investments can both rise and fall, and an investor may recover less than he/she/it has invested. Past investment results do not guarantee the same results or profitability in the future. Past performance is not a reliable indicator of future performance. Before making a decision to invest, potential investors should, on their own or with the help of investment advisers, assess the suitability of the investment for them along with the taxes and fees related to the investment, consider all the risks related to the investment, and carefully read the rules, prospectus and other documents of the respective collective investment undertaking.

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