BK Investment Grade 8
- Investment Grade CLO tranches
- Launched in May 2023
- Cumulative Distribution since Inception: 13.0%
- Investment Grade CLO tranches
- Launched in May 2023
- Cumulative Distribution since Inception: 13.0%
Fund returns are all net of fees
Fund and Market Performances as of 30 September 2025 (USD)
| BK Inv. Fund 8 | JPM CLOIE1 | Eurekahedge Hedge Fund Index2 | S&P Loan Index3 | S&P 500 | |
|---|---|---|---|---|---|
| Monthly Return (non-annualized) | 0.7% | 0.7% | 1.5% | 0.4% | 3.5% |
| Year-to-Date Return (non-annualized) | 6.2% | 5.5% | 6.1% | 4.6% | 13.7% |
| Annual Return since Inception4 | 11.2% | 11.3% | 7.2% | 8.7% | 19.0% |
(1) Based on the total return level of JPM CLOIE BBB index.
(2) Index designed to represent the overall hedge fund universe.
(3) S&P LSTA US Leverage Loan Index Total Return, sums principal, interest and reinvestment returns.
(4) Weighted average distribution of all classes.
(2) Index designed to represent the overall hedge fund universe.
(3) S&P LSTA US Leverage Loan Index Total Return, sums principal, interest and reinvestment returns.
(4) Weighted average distribution of all classes.
