Will managers see an ‘ARK effect’ on interval funds?

According to a report by FUSE Research, a growing number of firms are choosing to enter the unlisted CEF space; during the last three years, the number of new products has increased by 28%, escalating from 108 products to 138. Product development focus has centered on interval products, which have advanced by 52%, expanding from 48 funds to 73. In 2014, interval funds represented only 19% of the unlisted CEF marketplace. They now represent 53% of the space as of June 2021. Over that same period, interval funds have grown at an annual rate of 34% as of June 2021 with $45bn in assets compared to tender-offer funds which increased to $39.6bn with a compound annual growth rate of 5.6%


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Article published on February 4, 2022