Finimize and CVC Income & Growth Partner to Educate UK Retail Investors on Credit and Income Trusts
To foster greater familiarity among UK retail investors regarding income investing, credit, and investment trust opportunities, financial information platform Finimize has entered into a strategic partnership with CVC Income & Growth, a closed-ended investment company. The project seeks to deliver educational material to Finimize’s network of over 1.2 million contemporary retail investors, fostering greater awareness, consideration, and comprehension of these financial instruments.
Connecting CVC Income & Growth with Modern Investors
As revealed in the announcement details, Finimize boasts a highly active and seasoned community where 79% invest across various asset classes and 50% bring over five years of investing background. However, confidence gaps remain around risk, timing, and complexity, particularly in credit sector-focused investment trusts. Through the collaboration, Finimize and CVC IG will enable their community to explore some of the key themes shaping income investing and credit, helping investors understand the role these areas can play within a broader investment portfolio.
Modern investors are informed, active and increasingly looking beyond the traditional investment landscape,
said Carl Hazeley, CEO of Finimize. Our partnership with CVC Income & Growth allows us to bring new expertise and perspective to a community that is actively looking for ways to understand and navigate increasingly volatile markets.
Robert Kirkby, Chair of the Board at CVC Income & Growth, noted the importance of expanding investor familiarity with these asset classes. Income and credit can play an important role in a diversified portfolio, but they are areas that many investors are less familiar with,
Kirkby said. We’re pleased to partner with Finimize to make these concepts more accessible and help investors understand the potential opportunities and risks.
Background on Finimize and CVC Income & Growth
Finimize operates as a research partner for modern investors, serving a global retail investor community of over 1 million members. Its business division, Finimize for Business, enables more than 350 financial institutions to provide trusted content and insight intended to drive engagement, revenue, and retention.
Comprising a diverse collection of senior secured bonds and loans originating from major global corporations, CVC Income & Growth operates as a closed-ended investment company listed in London. The target companies feature revenues in the billions and customers spread across many countries and industries. The company combines a balance of performing credit, where returns come mainly from interest income, with an equal opportunistic allocation, with approximately four-fifths of the portfolio paying a floating rate.
Frequently Asked Questions About the Partnership
What is the primary goal of the Finimize and CVC Income & Growth partnership?
The partnership focuses on bringing educational content to Finimize’s community to build awareness, consideration, and understanding of income investing, credit, and investment trusts among UK retail investors.
Who are the key executives backing the initiative?
Carl Hazeley serves as the CEO of Finimize, and Robert Kirkby serves as the Chair of the Board at CVC Income & Growth.
What types of assets does CVC Income & Growth hold in its portfolio?
The London-listed investment company holds a diversified portfolio of senior secured loans and bonds issued by large international businesses with revenues in the billions, with about four-fifths of the portfolio paying a floating rate.
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