B
Carlyle Tactical Private Credit Fund Class I
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Institutional Only, Wire Redemption, Retirement Investment
Top Holdings
There are no holdings to display.
Performance
Created with Highstock 5.0.1430. Sep14. Oct28. Oct11. Nov25. Nov9. Dec23. Dec6. Jan20. Jan3. Feb17. Feb3. Mar0.0%1.0%2.0%3.0%4.0%5.0%Performance as of Mar 03, 2025
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Last Bear Market Total Return
Forward Dividend Yield
Price
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NAV
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1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
Company Information
Provider
Carlyle Group
Manager/Tenure
(Years)
Brian Marcus (6), Justin Plouffe (6), Mark Jenkins (0)
Address
1001 Pennsylvania Ave
Washington DC - 20004
Country
United States
Phone Number
202-729-5626
Investment Strategy
The investment seeks to produce current income. Under normal circumstances, the fund will invest at least 80% of its assets in private credit instruments. It will opportunistically allocate its investments in private credit instruments across any number of the following credit strategies: (a) liquid credit (including broadly syndicated loans); (b) direct lending (including first lien loans, second lien loans, unitranche loans and mezzanine debt); (c) opportunistic credit; (d) structured credit (including CLOs); and (e) real assets credit.
Weiss Ratings