Cascade Real Assets Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Objective is to generate long-term capital appreciation and current income by investing in a diversified portfolio of private real assets, including, real-estate adjacent (including services and operating companies), and other real asset-linked strategies that offer attractive risk-adjusted return potential.

• Category

  Growth and Income

  Type of fund

• Asset Class

  Real Estate

  Focus of this fund

• Fund Type

  Interval

  Structure of this fund

• Performance - Last Year

  N/A

  Most recent four quarters

• Performance - Last 2 Years

  N/A

  Annualized over 24 months

• Performance - Last 3 Years

  N/A

  Annualized over 36 months

• Treeview Minimum

  5000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  25000000

  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.

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.