Investing News and Headlines

Semi-Liquid Funds 'Not Magic Diversifiers' As Investors Seek Higher Returns

Investors are increasingly gravitating toward semi‑liquid, or evergreen, funds in pursuit of higher returns, but industry experts warn these vehicles are not a universal solution. Evergreen funds blend liquid and illiquid assets, allowing periodic redemptions while retaining exposure to higher‑yielding investments. Recent market turbulence has exposed liquidity mismatches and elevated fee structures within many of these products. As demand rises, advisers and regulators stress the need for thorough due diligence before allocating capital.