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Cache Exchange Fund Details
The 7-Year Timeline
How does Cache’s seven-year holding requirement compare to other providers?
How does Cache’s seven-year holding requirement compare to other providers?
Updated over a week ago

Our seven-year holding requirement is standard for all exchange funds. This period is intended to comply with specific tax regulations that allow for the tax-deferred distribution of a diversified basket of assets.

Other providers of exchange funds adhere to a similar holding period, as it is crucial for ensuring the tax benefits for the investors.

You can learn more about the mechanics of exchange funds in our detailed guide.

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