An income asset allocation strategy in a single vehicle, the Fund offers five potential benefits:
- Income potential derived from investing primarily in income-producing mortgage loans secured by residential real estate
- Non-correlation through a portfolio of highly collateralized real estate assets that is not designed to track major income indices
- Capital appreciation potential as a result of selling assets at or near the full face value
- Periodic liquidity through the Fund’s interval fund structure, which permits buying back a stated portion of VCIF’s shares every quarter
- Socially responsible investing by participating in an investment strategy that helps keep families in their homes
Recent market volatility has underscored the importance of maintaining diversified strategies on both the equity and income sides of a portfolio.
Vertical Capital Income Fund (VCIF) management believes today’s investors are looking for income with less correlation to traditional market movements. Simple yet sophisticated, VCIF seeks to help you keep pace with changing income needs.
Registration provides you with complete access to our Resource Center down-loads and data:
- VCIF fact sheet Read about the Fund’s objectives and benefits, as well as where to position this investment in a portfolio.
- VCIF Prospectus
- VCIF Statement of Additional Information (SAI)
- VCIF Regular Application
- VCIF IRA Application
- VCIF RA Transfer of Assets Form
Also: Access daily pricing and performance, historical Net Asset Values (NAVs) and our FAQ
*Limited liquidity is provided to shareholders only through the Fund’s quarterly repurchase offers for no less than 5% of the shares outstanding at net asset value. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.
