Axonic Alternative Income Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

  • Fund Summary

    Invest in income-producing instruments, such as commercial mortgage-backed securities (“CMBS”), commercial real estate (“CRE”) loans, as well as non-agency residential mortgage-backed securities (“RMBS”) and other asset-backed securities (“ABS”).

  • Category

    Income

    Type of fund

  • Asset Class

    Real Estate

    Focus of this fund

  • Fund Type

    Interval

    Structure of this fund

  • Performance - Last Year

    9.2%

    Most recent four quarters

  • Performance - Last 2 Years

    10.1%

    Annualized over 24 months

  • Performance - Last 3 Years

    10.6%

    Annualized over 36 months

  • Treeview Minimum

    5000

    Minimum investment as a Treeview Capital client

  • Fund Minimum

    50000

    Minimum investment without using an advisor

  • Expense Fee Discount

    24.4

    Annual fund expense savings as a Treeview Capital client

  • Fund Research

    Open Fund Website

    Information published by fund manager

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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.