Objective
Capital Preservation and Principal Appreciation
Returns
Target 6%+ Annual Returns
Asset Type
Private Credit and Insurance Products
Minimum Subscription $1,000,000
Redemptions
90 Days; 12 Months Lock Up Period
Management Fee
2% NAV
Performance Fee
20%, Subject To High-Water Mark
Front-end Load
3.75%
Consistent historic returns of 6%+ year over year
Low volatility and focus on capital preservation
Low correlation to real estate or the stock market
A long term investment with liquidity options
Pass-through tax structure
CFIT seeks superior risk-adjusted total returns with minimal volatility.
The key to the investment portfolio is delivering predictable cash flows. Each portfolio component is selected on a value criteria after rigorous fundamental research.
CFIT has a history of delivering consistent total returns to investors while prioritizing preservation of capital.
Yearly Target
6.00%
1 Year (actual)
6.12%
3 Years (actual)
19.81%
5 Years (actual)
34.56%
Since Inception (2013)
89.00%