First Trust Hedged Strategies Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Seeks long-term capital appreciation by strategic allocations to a select group of hedge funds that employ a variety of alternative investment strategies. In pursuing its objective, the Fund targets allocations across multi-strategy, long/short equity, credit, arbitrage/relative value, and event driven hedge fund mandates.

• Category

  Growth

  Type of fund

• Asset Class

  Hedge Fund

  Focus of this fund

• Fund Type

  Interval

  Structure of this fund

• Performance - Last Year

  13.8%

  Most recent four quarters

• Performance - Last 2 Years

  11.2%

  Annualized over 24 months

• Performance - Last 3 Years

  10.3%

  Annualized over 36 months

• Treeview Minimum

  5000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  5000

  Minimum investment without using an advisor

• Expense Fee Discount

  36.6

  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.