AMG Pantheon Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Provides unique exposure to a diversified private equity portfolio sourced through Pantheon's global private equity platform. The fund offers diversification by manager, stage, geography, vintage year and industry, all through a single allocation.

• Category

  Growth

  Type of fund

• Asset Class

  Private Equity

  Focus of this fund

• Fund Type

  Tender Offer

  Structure of this fund

• Performance - Last Year

  9.0%

  Most recent four quarters

• Performance - Last 2 Years

  8.9%

  Annualized over 24 months

• Performance - Last 3 Years

  9.5%

  Annualized over 36 months

• Treeview Minimum

  50000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  5000000

  Minimum investment without using an advisor

• Expense Fee Discount

  0

  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.