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We have reviewed several of the new semi-liquid fund offerings that have come to market over the past few years, across different asset classes. Some offer unique access to sought-after managers, while others offer a smorgasbord of different asset classes blended together. We agree that the greater availability of private assets is a positive development for investors. In spite of all of the industry fanfare around semi-liquid private funds, funds holding private assets are actually nothing new. UK property funds have long offered quarterly liquidity to their investors despite directly holding illiquid real estate. Investors need to be aware that notwithstanding the semi-liquid label, their capital may not be readily or fully accessible from such funds when they want it back. The key to the successful use of semi-liquid private funds in a portfolio is a clear understanding of the funds' liquidity restrictions and sizing the investment consistent with short-term liquidity needs. It should always be assumed that it will take several years to get your money back. https://lnkd.in/efWFGAmd

HSBC sees semi-liquid funds as game-changers for private markets

HSBC sees semi-liquid funds as game-changers for private markets

citywire.com

Luke Dixon, CFA, CAIA

Democratising access to private and alternative investments

5mo

With the number of public companies declining relative to private companies, the innovative new fund structures aimed at the wealth market are opening up opportunities to individual investors that would otherwise be unavailable to them.

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