you are leaving Destracapital.com

It is important to note that by clicking on this link you will be leaving this website and any information viewed there is not the property of Destra Capital Investments LLC.

leave destracapital.com stay on destracapital.com
contact us find your wholesaler for investors electronic delivery

877.855.3434

Top Performing Interval Funds

ARTICLE REPRINT - IntervalFundTracker.com

Interval funds, a relatively niche segment within the broader investment landscape, have seen remarkable growth in recent years. These funds offer a unique blend of liquidity and access to alternative investments typically reserved for institutional investors. Despite their increasing popularity, detailed performance analyses of interval funds have been scarce. This article aims to fill that gap by providing a review of the top performing interval funds and shedding light on what has driven their success.

The article highlights the performance metrics of interval funds and reveals a robust investment segment available to investors. It shows an impressive 80.2% of interval fund share classes with full-year 2023 financials reported positive total returns. It goes on to point out that the positive trend strengthens with time, as 90.1% of share classes with a three-year track record and 95.7% with a five-year track record have reported overall gains. One of the funds highlighted in the article is the BlueBay Destra International & Event-Driven Credit Fund, which has delivered exceptional annualized returns of 14.95% over the past five years (as of 3/31/24, source: Morningstar).