The demand for private market access continues to increase, and asset managers are rising to the occasion. Assets in funds that offer limited liquidity and exposure to private assets neared USD $350 billion in net assets at the end of last year. For semiliquid funds in particular, net assets have increased 60% since 2022, thanks to heightened interest in private credit and private equity. While semiliquid funds unlock new private market territory in the investing landscape, they aren’t necessarily more affordable than other investment vehicles, and most of these funds have limited availability to individual investors, emphasizing the importance of investor education.
Morningstar’s inaugural report analyzes the semiliquid funds landscape, including semiliquid fund structures, vehicles and asset classes, fees, and more.
Download the report to discover how semiliquid funds and private market exposure can inform your portfolio diversification.