Hartford Schroders Private Opportunities Fund
Summary
Seeks long-term capital appreciation by primarily investing in unlisted companies focused on growth, transformation, or innovation, while aiming to address some of the traditional private-equity challenges by offering limited, periodic liquidity on a discretionary basis.
Category
Growth
Type of fund
Asset Class
Private Equity
Focus of this fund
Fund Type
Tender Offer
Structure of this fund
Treeview Rating
Our overall rating of this fund
Treeview Risk Rating
Medium-High
Our determination of this fund's risk
Fund Research
Open Fund WebsiteInformation published by fund manager
Performance - Last Year
25.5%
Most recent four quarters
Performance - Last 2 Years
19.7%
Annualized over 24 months
Performance - Last 3 Years
14.7%
Annualized over 36 months
Treeview Minimum
25000
Minimum investment as a Treeview Capital client
Fund Minimum
25000
Minimum investment without using an advisor
Investor Level
Any
Minimum required investor sophistication
Treeview Fee Discount
1.92
Annual fund expenses as a Treeview Capital client
Fund Fees
2.52
Annual fund expenses without using an advisor
Commission
0
Fee payable to Schwab to buy and sell
Next Redemption Date
August 24, 2026
Approximate date when fund can next be sold
Inception Date
July 31, 2023
Date fund was launched
Ticker Symbol
XHFIX
How to identify this interval fund
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.
