Download our report, produced in partnership with FUSE Research Network, to review a market update reflecting on data through the first half of 2025, as well as insights into top investment categories, strategies, pricing and top performing funds.
Key analysis includes:
- Unlisted closed-end funds (CEF) have solidified their position as a dominant conduit for accessing alternative investment strategies.
- UCEFs expansion rate has continued unabated, positioning them as a primary channel for investment managers and clients seeking non-correlated returns and risk mitigation.
- Current market statistics underscore the profound success and continuing momentum of unlisted CEFs.
- Continued increase in the number of unique offerings highlights the broadening availability of these specialized investment options.
- The explosive growth of real assets tender-offer funds reflects investors’ continued reliance on tangible assets infrastructure as a hedge against inflation and a source of steady income.
- The robust flow into credit/income interval funds demonstrates sustained investor appetite for higher yields and potential capital gains found in loans and income-generating securities.
- Institutional shares dominate given their ability to accept limited liquidity in exchange for access to high-growth, specialized strategies.
- Asset-weighted average management fees remain competitive.
