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Cache Exchange Fund Details
Fund Goals and Practices
What tax considerations may come up while I’m in the fund? Is there an annual K-1?
What tax considerations may come up while I’m in the fund? Is there an annual K-1?
Updated over a week ago

The Cache Exchange Fund is a private fund that issues a Schedule K-1 annually.

As a general principle, our exchange funds seek to avoid the sale of contributed securities that create tax consequences for the shareholders. However, investors should expect minor taxable events during the lifetime of the fund through dividends and income from real estate investments.

See more detail about how the fund is managed, or read about our Investments Team.

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