Carlyle Tactical Private Credit Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  The Fund will opportunistically allocate its investments in private credit instruments across any number of the following credit strategies: (a) liquid credit; (b) direct lending; (c) opportunistic credit; (d) structured credit; and (e) real assets credit. To a lesser extent, the Fund also may invest in special situations, including structured equity, stressed credit and opportunities arising due to market dislocation.

• Category

  Income

  Type of fund

• Asset Class

  Private Credit

  Focus of this fund

• Fund Type

  Interval

  Structure of this fund

• Performance - Last Year

  1.9%

  Most recent four quarters

• Performance - Last 2 Years

  4.0%

  Annualized over 24 months

• Performance - Last 3 Years

  6.4%

  Annualized over 36 months

• Treeview Minimum

  5000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  250000

  Minimum investment without using an advisor

• Expense Fee Discount

  18.9

  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.