HPS Corporate Lending Fund
Direct access to institutional private market funds.
Invest via your existing Charles Schwab account.
Fund Summary
Seeks to deliver a stable, monthly income stream by investing in a diversified, high-quality portfolio of predominantly senior secured, floating-rate loans to upper-middle market companies
Category
Income
Type of fund
Asset Class
Private Credit
Focus of this fund
Fund Type
Tender Offer
Structure of this fund
Performance - Last Year
7.4%
Most recent four quarters
Performance - Last 2 Years
9.0%
Annualized over 24 months
Performance - Last 3 Years
11.3%
Annualized over 36 months
Treeview Minimum
25000
Minimum investment as a Treeview Capital client
Fund Minimum
1000000
Minimum investment without using an advisor
Expense Fee Discount
19.5
Annual fund expense savings as a Treeview Capital client
Fund Research
Open Fund WebsiteInformation 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.