First Trust Alternative Opportunities Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Enables ALL investors to gain exposure to Private Equity, Private Credit, Real Estate and Hedge Funds within one comprehensive, streamlined investment vehicle

• Category

  Growth and Income

  Type of fund

• Asset Class

  Private Credit

  Focus of this fund

• Fund Type

  Interval

  Structure of this fund

• Performance - Last Year

  9.7%

  Most recent four quarters

• Performance - Last 2 Years

  9.2%

  Annualized over 24 months

• Performance - Last 3 Years

  9.6%

  Annualized over 36 months

• Treeview Minimum

  5000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  1000

  Minimum investment without using an advisor

• Expense Fee Discount

  33.5

  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.