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CLOSED-END FUNDS

An actively managed multi-asset portfolio designed to provide a current income stream, with regular monthly distributions, and potential for total return.

Closed-End Funds
Investment name
Asset Class
Investment Objective
Inception date
Net assets
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Income Builder Opportunities Trust
Multi-Asset
Income
27 Jul 2021
$605.4 M

Important Information

There are risks inherent in any investment, including the possible loss of principal. There can be no assurance that the Trust will achieve its investment objective, and you could lose some or all of your investment. Closed-end funds frequently trade at discounts to their net asset value. Past performance is not guaranteed. Current performance may be lower or higher than the performance data quoted.