Fund databasePrivate Credit

KKR Income Trust I

KKR · LU2729850060

SICAV-RAIF Private Credit Luxembourg Article 6 13 share classes ↓ Asset-Based Lending

NAV · 31 May 202629.13 USD
Fund currencyUSD
Income treatmentaccumulatingclass tracked, verified
Performance since Mar 2026+1.4%Class RA-USD
Ongoing costs2.43% p.a.
Min. investmentUSD 100,000
Redemptionquarterly
Risk (SRI)6 / 7

01Performance

Unit price (NAV) in USD · share class RA-USD · 2 data points

29.13 USDNAV as at 31 May 2026
28.828.92929.1Mar 2026May 2026
Source: Market data provider all values documented from primary sources
since Mar 2026+1.4%

Returns calculated by semiliquid.info from the NAV series, not an official provider figure. Taxes and the trading costs of reinvestment are not taken into account. Past performance is not a reliable indicator of future results.

Provider figures

These come from the factsheet, the PRIIPs KID or the monthly report. They may relate to a different reference date, a different share class or a longer period than the series above — the series starts with the first documented unit price, not necessarily with the launch. That is why the values sometimes differ.

Performance 12M · as at 31 May 20268.17%
Since launch p.a. · as at 31 May 20269.63%

Target return per the provider: According to the term sheet, the aim is a high current income with a target net distribution in the high single-digit percentage range ('target net annual distribution of high-single digits'). PRIIPs scenarios for class RA-USD (USD 10,000): moderate scenario USD 18,490 after 7 years = 9.18 % p.a. (7.19 % after 1 year), unfavourable scenario 1.20 % p.a., favourable 9.71 % p.a., stress scenario -2.05 % p.a.; return before costs 14.2 %, after costs 9.2 %.

Source: KID LU2729850060 RA-USD; Factsheet LU2729850060, 31 May 2026

Provider figure or KID scenario — not a forecast by semiliquid.info. Target returns are not guaranteed.

02Strategy & portfolio

What the fund does and how the portfolio is put together.

Launch year2024
Fund sizeUSD 2.26bnas at 31 May 2026
CurrencyUSD
Income treatmentboth
SFDRArticle 6
Recommended holding7 yrs
Liquidity buffer4.00%
Leverage limit90.00%

Risk indicator 6 of 7 from the key information document (1 = low, 7 = high); it captures liquidity risks only to a limited extent.

Portfolio breakdown

Broken down using semiliquid’s common taxonomy — provider labels are mapped onto shared categories so that funds can be compared. Only published figures are used; nothing is estimated.

Sector breakdown

Actual portfolioFair market valueas at 31 May 2026

Technology & software21.0%
Financial services18.0%
B2B services9.0%
Industrial goods & components8.0%
Healthcare & life sciences7.0%
Other37.0%
Source: KKR 'KKR Income Trust Monthly Report' Mai 2026, S. 1, Grafik 'Top 5 Industries'

Geographic breakdown

Actual portfolio% of NAVas at 31 May 2026

Americas51.0%
EMEA45.0%
Asia-Pacific4.0%
Source: KKR 'KKR Income Trust Monthly Report' Mai 2026, S. 1, Grafik 'Geography'

Strategy

Asset-Based Lending

Privately originated, directly negotiated senior secured corporate loans and asset-based financings; bias towards floating-rate first-lien positions; opportunistic allocation to syndicated loans, high yield and structured credit for liquidity and income management

Portfolio composition

Strategy as at 31 May 2026

US direct lending34.0%
European direct lending33.0%
Asset-based finance26.0%
Traded credit4.0%
Asia private credit3.0%
Provider wording in full
Strategy as at 31 May 2026: US direct lending 34 %, European direct lending 33 %, asset-based finance 26 %, traded credit 4 %, Asia private credit 3 %. Target ranges: US DL 35-45 %, non-US DL 20-30 %, ABF 25-35 %, traded credit 5-10 %. Target allocation 40-60 % in K-FIT (US BDC). Quality: 98 % first-lien senior secured loans, 99 % floating rate in the DL portfolio, median LTV 38 %, mean/median EBITDA of the borrowers USD 200m/132m
Source: Factsheet LU2729850060, 31 May 2026

Top holdings

Top 10 investments as at 31 May 2026: KSC I Aircraft LP (ABF, capital goods), Bloom Fresh International (European direct lending, food/beverage), Newday Group Jersey (ABF, financial services), Orange Maple 2025-2 DAC (ABF, banks), BCA Marketplace (European DL, commercial & professional services), CFC Underwriting (traded credit, insurance), Clarion Events (European DL, media), ATG Entertainment (European DL, consumer services), Biogaran SAS (European DL, pharma), Imbox Protection A/S (European DL, consumer discretionary)
Source: Factsheet LU2729850060, 31 May 2026

03Costs

The basis is the PRIIPs KID of the share class we track — which makes it comparable across providers.

Management fee1.25%
Total ongoing costs2.43%
Entry charge max.0.00%
Redemption fee2.00%
Performance fee12.50%
Hurdle rate5.00%
High-water marknot documented

In context: ongoing costs

This fund
2.43%
Median Private Credit
2.19%

Median across 23 funds in this asset class in our database, based on the PRIIPs KID. No statement about quality — cost structures differ depending on the strategy and on target-fund layers.

How the performance fee works

Classic two-part BDC mechanics: (i) incentive fee on income 12.5 % with a 5 % annualised hurdle and subsequent catch-up; (ii) incentive fee on capital gains 12.5 % of realised capital gains, net of all unrealised capital losses and write-downs (implicit loss offset). The factsheet does not state an explicit high-water mark
Source: Factsheet LU2729850060, 31 May 2026

Costs per the key information document

KID Class RA-USD (as at 28 Aug 2025), investment USD 10,000: Management fees and other administrative or operating costs 2.43 % p.a. (USD 243, estimate based on the actual costs of the previous year) + Transaction costs 0.03 % p.a. (USD 3) + Performance fees USD 250 (average of the last 5 years = 2.50 % p.a.). Total costs USD 700 after 1 year, USD 4,600 after 7 years. Annual cost impact (reduction in yield): 7.0 % at 1 year, 5.0 % p.a. at 7 years (return 14.2 % before costs / 9.2 % after costs)
Source: KID LU2729850060 RA-USD, as at 28 Aug 2025

04Subscription & entry

How you get into the fund, and on what terms.

Subscriptionmonthly
Minimum investmentUSD 100,000
Entry chargeup to 0.00%
Rec. holding period7 years

Subscription per the document

monthly ('VALUATIONS & SUBSCRIPTIONS: Monthly valuations, monthly subscriptions')

Source: Factsheet LU2729850060, 31 May 2026

05Redemption & liquidity

Semi-liquid means redemption only on fixed dates, with notice periods and upper limits. This is how it works for this fund — in the order the redemption process runs.

Units can be redeemed quarterly; notice must be given 30 days before the date; on each date the fund redeems at most 5 % of fund assets; for the first 12 months after subscription no redemption is possible.

1 · Lock-up12 months from subscription
2 · Notice period30 days before the date
3 · Redemption datequarterly
4 · Gatemax. 5 % per date
5 · Payout28 days after the date

The gate caps redemptions at 5 % of fund assets per date. If more investors want out at the same time, orders are scaled back pro rata or deferred to the next date.

From the notice being received to the money reaching your account: typically around 58 to 150 days — depending on how far away the next redemption date is. If the gate bites or redemptions are suspended, it can take considerably longer.

Redemption per the document

quarterly ('you are able to request the redemption of your Shares every calendar quarter'; term sheet: 'Quarterly liquidity')

Source: KID LU2729850060 RA-USD; Factsheet LU2729850060, 31 May 2026

Gate per the document

'the aggregate net asset value of total permitted redemptions (on an aggregate basis (without duplication)) across the Sub-Fund is generally limited to 5% of the net asset value of the Sub-Fund per calendar quarter'

Source: KID LU2729850060 RA-USD; Factsheet LU2729850060, 31 May 2026

Notice period

Redemption application 'at least two business days prior to the last calendar day of the month preceding the last calendar day of the relevant calendar quarter' - effectively around one month before the quarter end

Source: KID LU2729850060 RA-USD

Lock-up

No hard minimum holding period; soft lock via a 2 % early redemption deduction on redemption within 12 months

Source: KID LU2729850060 RA-USD; Factsheet LU2729850060, 31 May 2026

Liquidity score: 3.2 of 5

Redemption frequency
3 / 5 · 40 %
Gate / redemption cap
3 / 5 · 25 %
Notice period
4 / 5 · 20 %
Redemption fee
3 / 5 · 15 %

The score measures only the contractual redemption mechanics (the higher, the more flexible) — not whether the fund actually stays liquid under stress. Weightings in per cent.

06Share classes

13 classes known. All cost and risk figures on this page apply to LU2729850060.

ISINStatusMin. investmentOngoing costsSRI
LU2729850060basis of this pageUSD 100,0002.43%6/7
LU2729850144documentedUSD 100,000not documented6/7
LU2775706455documentedUSD 100,000not documented6/7
+ 7 more share classes
ISINStatusMin. investmentOngoing costsSRI
LU2775706372documentedUSD 100,000not documented6/7
LU2808180389documentedUSD 100,000not documented6/7
LU3113508462documentedUSD 100,000not documented6/7
LU3113508389documentedUSD 100,000not documented6/7
LU2729849997documentedUSD 100,000not documented6/7
LU2729849724documentedUSD 100,000not documented6/7
LU3181511216documentedUSD 100,000not documented6/7
Note on the classes
Ten share classes with an ISIN (R, N and F families in USD, alongside I AUD and N SGD among others); the prospectus names further classes without a public ISIN. Reference class RA-USD (LU2729850060). Minimum investment according to the prospectus USD 100,000 or EUR 100,000 for non-institutional well-informed investors.

07Fund details & verification

Who stands behind the fund, who it is authorised for — and what the figures rest on.

AIFM / management company

KKR Alternative Investment Management Unlimited Company, Cadenza Building - 19/20 Earlsfort Terrace, Dublin 2, Ireland (regulated by the Central Bank of Ireland); General Partner: KKR-Income Trust Associates SCSp; all investments via the KIT Aggregator (Ontario Limited Partnership); US direct lending indirectly via K-FIT (KKR FS Income Trust, US BDC, externally managed by FS/KKR Advisor, LLC)

Source: KID LU2729850060 RA-USD; Factsheet LU2729850060, 31 May 2026

Depositary

The Bank of New York Mellon SA/NV, Luxembourg Branch

Source: KID LU2729850060 RA-USD

Launch date

Class RD 1 May 2024; Class RA (LU2729850060) 1 Oct 2024; Class ID (AUD) 1 Jul 2024; Class ND/NA 1 Aug 2024; Class ND (SGD) and IA (AUD) 1 Sep 2025; Class NAA 1 Mar 2026

Source: Factsheet LU2729850060, 31 May 2026

Eligible investors

KID: 'eligible investors with a focus on semi-professional investors as per local requirements in certain EEA Member States' who can bear a risk of 6 out of 7. Term sheet: 'Professional and well-informed investors in compliance with local requirements'. In the UK expressly designated as an Unregulated Collective Investment Scheme (UCIS) with the FCA warning ('Don't invest unless you're prepared to lose all the money you invest')

Source: KID LU2729850060 RA-USD; Factsheet LU2729850060, 31 May 2026

Distribution authorisation

EEA, Germany, Italy, UK, Switzerland and 4 further countries

Fee layers / double charging

MULTI-STRATEGY FUND-OF-FUNDS STRUCTURE with look-through: KIT invests via KKR's own credit vehicles/target structures (including asset-based finance, direct lending). The fee calculation is expressly performed on a LOOK-THROUGH basis in order to avoid double charging; fees incurred at the level of the target vehicles are credited in accordance with the PPM. The exact crediting rule is n/a

All figures come from our analysis of provider documents (product data as at 19 Aug 2026, distribution data as at 12 Aug 2026) and have not been conclusively verified.

Similar funds

Same asset class, sorted by overlap of sub-strategy — no recommendation, no ranking.

Important information. semiliquid.info does not provide investment advice and makes no recommendation to buy, sell or hold fund units — no ranking, no offer, no invitation to subscribe. Only the prospectus and the key information document (PRIIPs KID) of the respective fund are authoritative. We give no warranty for the accuracy, completeness or currency of the information. Semi-liquid funds invest in illiquid assets: redemptions are possible only to a limited extent and can be capped, deferred or suspended; there is a risk of total loss. Past performance is not a reliable indicator of future results. Read the prospectus and the key information document before making an investment decision and seek professional advice where appropriate.