Opportunistic Credit Interval Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  The Fund seeks to meet its investment objectives by investing primarily in credit-related instruments of North American and European issuers. The Fund defines credit-related instruments as debt, loans, loan participations, credit facility commitments, asset and lease pool interests, mortgage servicing rights, preferred shares, and swaps linked to credit-related instruments.

• Category

  Income

  Type of fund

• Asset Class

  Private Credit

  Focus of this fund

• Fund Type

  Interval

  Structure of this fund

• Performance - Last Year

  7.6%

  Most recent four quarters

• Performance - Last 2 Years

  8.5%

  Annualized over 24 months

• Performance - Last 3 Years

  8.5%

  Annualized over 36 months

• Treeview Minimum

  5000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  1000000

  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.