Evergreen fund
An open-ended structure with periodic subscriptions and limited periodic redemptions, rather than a fixed life. Increasingly common in the wealth channel.
Evergreen fund — An open-ended structure with periodic subscriptions and limited periodic redemptions, rather than a fixed life. Increasingly common in the wealth channel.
Evergreen structures have grown rapidly in the wealth channel specifically because individual investors and their advisers generally want more flexibility than a ten-year lock-up allows — but the periodic redemption mechanics still need careful reading, since 'evergreen' doesn't mean unlimited daily liquidity.
Frequently asked questions
Is an evergreen fund the same as a mutual fund?
Why have evergreen structures become more common?
Nothing on this page is legal, tax, or investment advice. SeRuM is not a registered broker-dealer, not a placement agent, and not an investment adviser.
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