Pomona Investment Fund

• Summary

  Seeks long-term capital appreciation primarily through the purchase of secondary interests in seasoned private equity funds, by making primary commitments to private equity funds and through direct investments in opportunities alongside private equity managers

• 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 Website

  Information published by fund manager

• Performance - Last Year

  0.9%

  Most recent four quarters

• Performance - Last 2 Years

  4.5%

  Annualized over 24 months

• Performance - Last 3 Years

  5.9%

  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

  Accredited

  Minimum required investor sophistication

• Treeview Fee Discount

  2.93

  Annual fund expenses as a Treeview Capital client
  

• Fund Fees

  3.48

  Annual fund expenses without using an advisor

• Commission

  0

  Fee payable to Schwab to buy and sell

• Next Redemption Date

  September 20, 2026

  Approximate date when fund can next be sold

• Inception Date

  May 7, 2015

  Date fund was launched

• Ticker Symbol

  XPFIX

  How to identify this interval fund

Ready to invest in this fund? Start your investment request.

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.