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BLOGS. August 28, 2024

Growth for Interval and Tender Offer Funds Likely to Continue

Interval funds, once a relatively quiet segment of the fund universe, have seen significant growth recently. According to Morningstar, assets under management in interval funds have surged by nearly 40% annually over the past decade, surpassing $80 billion. With an average of 12 new fund launches per year since 2017 and a record high in 2023, there are currently about 100 active interval funds in the market. Similarly, tender offer funds recently eclipsed $60 billion AUM.


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