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Apollo Targets $5 Billion for High-Grade Income Fund

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(Bloomberg) -- Apollo Global Management Inc. aims to raise more than $5 billion for a fund that invests in deals the firm originates in its high-grade capital solutions business.

The Total Return Investment Grade fund launched in recent months and will invest alongside Apollo’s Athene insurance arm and be marketed to institutional investors, according to people familiar with the matter. The fund will be structured as evergreen, which offers investors a chance to cash out — with limits — at certain intervals. It will also invest in high-grade asset-backed finance. 

During its investor day in October, Apollo said that the strategy could yield about 200 basis points more than the average investment-grade corporate bond, due to the yields Apollo generates in its IG Capital Solutions Business. That unit provides tailored products to companies looking to raise more debt. 

The investment-grade fund will be part of Apollo’s multi-credit strategy, which houses a version that’s not investment grade. 

Apollo often places investment-grade products from its capital solutions business on the balance sheets of Athene and other third-party insurers that seek higher-yielding assets. Because insurers typically purchase assets with investment-grade ratings, Apollo’s capital solutions business, which originates the deals, hinges on finding that alignment.

Apollo has underwritten $18 billion of investment-grade deals over the past year for companies such as Air France-KLM, Intel Corp., Vonovia SE and BP Plc. The firm previously said it expects that high-grade corporations will have $75 trillion of capital expenditure and investment needs over the next decade, across sectors such as energy transition, digital infrastructure, power and utilities.

(Updates with additional investments in second paragraph. A previous version corrected the targeted investor base for fund in second paragraph.)

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