オルタナ研究所
クレジット : マルチアセット投資の利点取引所に上場していないクローズドエンド型ファンドの一種で、投資家はオープンエンド型ファンドよりも流動性の低い投資にアクセスが可能。
インターバル・ファンドは、基準価額に基づいて継続的に株式を売却することができる。
一定の間隔で基準価額の5～25％の買戻しを申し出なければならない。
株主への分配金は、税務申告を簡素化するため、毎年フォーム1099で報告される。
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The products described on this website have not been registered under the United States Securities Act of 1933, and are not offered and may not be sold in the United States or to U.S. citizens and residents.
This website is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this website in which such an offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation. Nor does this website constitute an offering or recommendation by Brookfield Private Wealth or any of its affiliates described herein of any security, investment management service, or advisory service.
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