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What are the qualification requirements for Cache’s Select Fund Series?

Updated yesterday

To participate in Cache’s Select Fund Series, which includes funds benchmarked to the Nasdaq-100, S&P 500, and S&P 500 Growth, investors must meet the following eligibility requirements:

  • Being a Qualified Purchaser, as defined under the Investment Company Act of 1940 (generally $5M+ in investable assets for individuals)

  • Contributing qualifying, appreciated stock positions that meet minimum size and liquidity thresholds

Additional considerations apply based on fund capacity, contribution timing, and Index Sync rebalancing eligibility.

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