In April 2025, Raintree Wealth Management (Raintree Financial Solutions affiliate firm) completed a meaningful reorganization of our pooled fund lineup, designed to expand the platform, sharpen portfolio roles, and provide investors with clearer building blocks across both public and private markets. This allowed the firm to create a greater amount of customization for each client portfolio, and across accounts. Building on that progress, we are pleased to highlight the launch of our two new pooled funds that expand how investors can access alternative and income-oriented strategies within single, professionally managed solutions at Raintree Financial Solutions for individual investment. Importantly, these investment funds provide monthly subscription and redemption provisions.
The RWM Enhanced Yield Fund is designed as a diversified income solution, blending liquid credit, private credit, and alternative income strategies with a goal of maintaining monthly liquidity. The fund targets a 7% annual distribution yield, paid monthly for Class A investors. The objective is to provide a consistent income profile by allocating across multiple income-producing asset classes, allowing the portfolio to adapt as relative opportunities shift.
- Distributions are targets and are not a guarantee.
The RWM Alternative Strategies Fund is built as an all-in-one alternative solution intended to complement traditional equity exposure by seeking an absolute return profile across a diversified mix of real estate, real assets, global and emerging alternatives, and market neutral strategies, also structured with monthly liquidity. Its long-term objective targets an 7 to 11 percent annual total return range for Class A investors.
- This is an objective only and not a forecast or guarantee.
Together, these investment funds reflect the continued evolution of our platform at Raintree Financial Solutions in seeking additional diversifiers across our product shelf. By broadening access to alternative and income-oriented exposures within a structured, risk-aware framework, we aim to provide advisors and investors with practical tools that are adaptable to changing market conditions and aligned with long-term investment objectives.
As always, for more information and to ensure its right for you, please consult a Private Wealth Advisor at Raintree Financial Solutions.
By Mackenze Orr, CFA, Head of Product, Portfolio Manager
These funds are offered only in accordance with applicable Canadian securities laws and their respective offering documents. They are not guaranteed and involve risks, including market, credit, liquidity, and valuation risks. This update is provided for general information purposes only and does not constitute an offer or solicitation to invest.