Our evergreen funds offer investors the opportunity to redeem a portion of their shares on a projected regular basis. They also generally seek to make regular distributions to investors, which you can choose to automatically reinvest or have deposited directly to your preferred bank account.*
*Liquidity and distributions are governed by the funds managers. Willow Wealth investors will not be able to redeem shares in the Fund or withdraw cash from any investments in evergreen funds until after June 30, 2026. Liquidity is not guaranteed and redemption opportunities are limited to periodic tender offers or repurchase windows, which are subject to the discretion of each fund’s board and may be suspended, postponed, or reduced at any time.