Wilshire Private Assets Fund
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
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Stock
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U.S. Stock
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Non U.S. Stock
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Bond
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U.S. Bond
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Non-U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
Top Holdings
There are no holdings to display.
Performance
Beta
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7-Day Total Return
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30-Day Total Return
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60-Day Total Return
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90-Day Total Return
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Year to Date Total Return
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1-Year Total Return
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2-Year Total Return
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3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
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Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Wilshire Advisors
Manager/Tenure
(Years)
(Years)
Marc Friedberg (4), Mark Perry (4), William van Eesteren (4)
Website
Address
1299 Ocean Ave Ste 600
Santa Monica California - 90401
Santa Monica California - 90401
Country
United States
Phone Number
310-899-2343
Investment Strategy
The investment seeks to provide efficient access to the private markets with the goals of offering long-term capital appreciation and current income. The adviser seeks to accomplish the fund’s investment objective through: broad, global private markets exposure, with diversification potential across private equity, real assets and public and private credit, periodic distributions to provide current income, and prudent risk management. The fund is non-diversified.