The Role of Semiliquid Funds in Portfolios
Understand their purpose, requirements, and application in diversified portfolios
Morningstar’s latest report, The Role of Semiliquid Funds in Portfolios, breaks down how these vehicles fit into modern portfolios as private markets go mainstream. It clarifies common misconceptions, outlines what semiliquids can realistically offer, and explains the three essential investor prerequisites: patience, a premium, and proficiency.
Whether you’re deciding if semiliquid funds are for you or seeking a clearer allocation framework, this report delivers the key insights investors need to make informed decisions. Download your copy to get a practical roadmap for incorporating semiliquid funds into your strategy.
