Private equity funds are closed-end funds and an alternative investment class. Their capital isn't listed on a public ...

Asset allocation is the backbone of long-term investing success. It defines how money is distributed across equities, debt, ...

Fund-of-funds portfolios can provide exposure to exotic assets and investment strategies, but can come with prohibitive fees ...

Fund managers interested in launching retail funds that ... on the prospect of creating a new category of investment funds to provide a structure for long-term asset funds aimed at retail investors.

PIMCO Long-Term US Government Fund earns an ... of capital and prudent investment management. The fund normally invests at least 80% of its assets in a diversified portfolio of fixed income ...

The disciplined and thoughtful approach to the muni market continues to add value for investors over the long term ... and the fund’s 6% of assets in this stake as of December 2024 was roughly ...

Individual investors are about to be offered a new route into private market assets, with the arrival of the UK’s first long-term asset ... are inherent in the fund structure.

Notes to Editors: In October 2024 the OSC announced a consultation on a new long-term asset fund product structure which aims to improve retail investor access to novel investment opportunities.