1WS Credit Income Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Seeks attractive risk-adjusted total returns through generating income and capital appreciation. The Fund seeks to achieve its investment objective by investing primarily in a wide array of predominantly structured credit and securitized debt instruments.

• Category

  Income

  Type of fund

• Asset Class

  Private Credit

  Focus of this fund

• Fund Type

  Interval

  Structure of this fund

• Performance - Last Year

  6.9%

  Most recent four quarters

• Performance - Last 2 Years

  8.0%

  Annualized over 24 months

• Performance - Last 3 Years

  9.5%

  Annualized over 36 months

• Treeview Minimum

  5000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  1000000

  Minimum investment without using an advisor

• Expense Fee Discount

  20.3

  Annual fund expense savings as a Treeview Capital client

• Fund Research

  Open Fund Website

  Information published by fund manager

Important Information: Performance figures are updated quarterly and sourced from third-party providers. Returns for the 2 year and 3 year periods are annualized to reflect average yearly growth. Performance is net of the Treeview Capital investment advisory fee. Past performance is not a guarantee of future results and all investments involve risk of loss.

For general research only. Inclusion on this page is not a recommendation. Treeview Capital clients receive software-generated recommendations through the authenticated Recommendations page after completing their Investment Profile. Eligibility and availability vary by investor and account.