Absolute Return Funds

What Sets Us Apart

It all starts with one simple, yet powerful idea: purchasing life insurance in the secondary and tertiary markets at a discount can produce high returns. The advantage of this transaction, known as a life settlement, is that it provides an opportunity for attractive returns even in turbulent market conditions. Today, Luxembourg Life Funds are open to investors who want access to the secondary life insurance market, with medium- to long-term strategies and minimal correlation to traditional asset classes or financial markets.

Fund Strategy

The Absolute Return Fund is a 10-year closed-end structure. Unlike open-end structure, these policies are mainly sourced through tertiary markets, and are complemented by secondary market transactions. More mature tertiary market life settlements, acquired in larger blocks, allow for the highest speed of redeployment, and ensure economies of scale while minimizing cash drag. The Fund seeks to build a large diversified portfolio across numerous sectors, including but not limited to carrier concentration, expected maturities, gender, age, medical impairment, geography, and face value size. To properly implement a buy and hold strategy, the fund seeks to isolate mortality risk and build a large sample size. Since majority of policies are held through maturity, the managers employ extremely detailed actuarial and financial analysis to ensure that policies purchased account for longevity risk as well as other variables of the statistical profile. That implies that our policy selection process and pricing depend on actuarial analysis. Policies are carried at cost on a quarterly basis and reconciled and marked to market on an annual basis. Our management team has sole discretion to sell policies to monetize returns once it feels that the market conditions are optimum. All net returns are distributed back to the investors on a quarterly basis, as there is no reinvestment. The Absolute Return Funds provide investors with a closed-end fund investment option into life settlements with nearly no correlation.

How to Invest?

To invest within any of the sub-fund within the Luxembourg Life Funds is simple and straightforward. Please request any of our prospectuses and additional investor information on life settlements and mortality linked investments.

Complete our Information Request Here

Please, call Carlisle Management Company’s registered office in Luxembourg:

+ 352.

Contact Us

We offer unique options to a diverse range of investors.