ucits

Catastrophe bond funds in the UCITS format added over $650 million in assets just in the month of April, as the combined assets under management (AUM) of the UCITS cat bond fund sector reached almost $20.5 billion, having now expanded by 6.5% so far in 2026.

Catastrophe bond funds in the UCITS format continued to expand their combined assets under management (AUM) through the first-quarter, surpassing the milestone $20 billion in February before declining slightly to just under $19.8 billion by the end of March 2026.

UCITS catastrophe bond funds returned 0.35% on average through the period of February 27th to March 27th 2026, which has lifted their year-to-date performance to 1.35%, according to new data from the Plenum CAT Bond UCITS Fund Indices.

Plenum Investments, the Zurich based specialist catastrophe bond and insurance-linked securities (ILS) investment manager, has published a position paper clearly communicating its thoughts on the European Securities and Markets Authority (ESMA) recommendation regarding cat bond eligibility under the UCITS investment framework.

UCITS catastrophe bond fund strategies delivered an average return of 0.46% for February 2026 taking their year-to-date performance to 1.00%, according to the Plenum CAT Bond UCITS Fund Indices.

Catastrophe bond fund strategies in the UCITS format have started 2026 positively, delivering an average return of 0.53% for January, according to the Plenum CAT Bond UCITS Fund Indices.

The London Stock Exchange is home to an insurance-linked securities fund strategy again, as the King Ridge Capital Advisors LLC managed UCITS exchange traded catastrophe bond fund (ETF) was listed on the exchange yesterday, further broadening its reach to investors.

Catastrophe bond funds in the UCITS format closed out a stunning year of growth to reach a significant $19.12 billion of combined assets under management by the end of 2025, representing a record $5.3 billion or almost 39% in growth over the twelve months.

The latest data from the Plenum CAT Bond UCITS Fund Indices shows that the entire group averaged a 9.99% return for the latest available twelve month period, while the lower and higher-risk cohorts of UCITS cat bond funds each averaged a 10.02% return.

Azimut Investments, part of the independent European asset management and financial services group, has gained approval from the regulator in Ireland for a new UCITS catastrophe bond fund, which will be named AZ Alternative – Insurance Linked Premium Yield, Artemis can report.