MONTREUX HEALTHCARE FIXED YIELD FUND

The Montreux Healthcare Fixed Yield Fund will focus on delivering care to children with Special Educational Needs (SEN), a market which shares many of the characteristics of the Adult Specialist Care market. The fund will operate a similar strategy to The Montreux Healthcare Fund, offering more senior exposure with a fixed yield over a three year investment period

WHY WE DO WHAT WE DO

The SEN and Specialist Childcare Market is highly fragmented. Through an acquisition approach The Montreux Healthcare Fixed Yield Fund seeks to consolidate this market, centralising administration to enable a greater focus on care within individual services.

INVESTMENT STRATEGY

  • Fixed yield investment

  • Defensive sector with secure cashflows

  • Impact Investment

  • 3 year term

£13.2Bn

CHILD SERVICES MARKET SIZE

82%

MARKET FRAGMENTATION*

65%+

INDEPENDENT SECTOR PROVISION**

*Fragmentation within SEN Market Laing Buisson, 2019 **Laing Buisson, 2019