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PC · PRIVATE CREDIT

Carlyle Tactical Private Credit Fund

Carlyle Investment Group · Multi-Strategy Private Credit Interval Fund

Program Overview

Multi-Strategy Private Credit Interval Fund
Carlyle Tactical Private Credit Fund
Peer Group Filters
Objectives
IncomeCapital AppreciationCapital PreservationTax AdvantagedDiversificationTotal Return
Asset Class
Private Credit
Vehicle
Interval Fund
Single / Multi Asset
Multi-Asset
Sponsor/Manager
Asset Class
Private Credit
Issuer
Carlyle Tactical Private Credit Fund
Issuer Legal Structure
Delaware Statutory Trust
Program Life Structure
Evergreen
Target Leverage
Maximum 50% debt-to-total-assets No target. Borrowings capped at 33 1/3% of total assets and preferred at 50%; senior securities 31.1% of total assets at 6/30/2026 (borrowings 14.8%, preferred $1.08B). Facilities secured by a single pool; no asset-level limit.
Strategy Risk/Return Profile
-
Managing Broker-Dealer
Minimum Investment
$10,000
Class A Shares (TAKAX) · waivable
Strategy Overview

Seeks current income by investing at least 80% of assets in private credit instruments, allocated opportunistically across seven named strategies with target ranges: direct lending, opportunistic credit, liquid credit, structured credit including CLO debt and equity tranches, asset-backed finance, real assets credit and hybrid capital. The Fund may invest across the capital structure, including second lien, mezzanine, subordinated and unsecured debt, preferred stock and hybrid instruments, with no required minimum senior secured allocation, and uses borrowings and preferred shares to enhance income.

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