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What tax considerations may come up while I’m in the fund? Is there an annual K-1?

Updated over 2 weeks 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.

Learn more about the Schedule K-1 tax form by viewing our detailed explainer.

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

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