Choosing Interval Funds Over Mutual Funds
Business ı By Frank "Kip" Meadows
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While interval funds are illiquid assets, they are still more open ended than other funds such as hedge funds. They’re a nice compromise for the investor that’s willing to tie their money up for a short period of time, but still wants to have ready access to it when needed. Some of these funds offer interval buyouts monthly. They may not have the same amount of liquidity as a mutual fund, but they do offer better returns and many investors view this as a fair trade off.
Interval Funds - More Risk, More Opportunity for Gains
Interval funds offer the opportunity for higher returns than the average mutual fund, by offering exposure to less liquid and often more volatile securities. Unlike mutual funds, interval funds are not limited to 15% of their holdings in illiquid investments, such as real estate. By restricting the ability of fund members to cash out to set intervals, the fund manager knows they have access to a guaranteed pool of assets that they can use to make longer term investments in a measured and controlled way. This allows them to invest in commercial real estate and other such ventures that require some time to realize the type of return the fund manager is trying to achieve.
Understanding the Fees
Both interval funds and mutual funds have fees associated with them, but the fees for interval funds are typically higher due to the increased complexity of the investment strategies. It is always a good idea to learn about the fee structure of any fund before investing, and when a fund has higher fees to think through whether the additional fees are justified and in your comfort zone. The higher the fee, the greater the return the fund must achieve just to break even.
Interval Funds – Ideal for the Patient Investor
Mutual funds are a good investment for an investor that wants to always have the flexibility to access their assets whenever they need them. They offer decent and reliable returns and they don’t require a large initial investment. For the investor that wants larger returns though, interval funds are a better option. They do require a little more commitment, but by offering set intervals when investors can opt out of the fund they’re still flexible. If you can include interval funds as part of your investment portfolio they can provide substantial returns in a relatively short period of time.
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