IR&M Tax-Efficient Crossover Bond Fund Filings

D/A

Indefinite amount in investment fund, sold $910.73 mm, 256 investors

16 Feb 24

D/A

Indefinite amount in investment fund, sold $849.78 mm, 237 investors

17 Feb 23

D/A

Indefinite amount in investment fund, sold $793.82M, 223 investors

18 Feb 22

D/A

Indefinite amount in investment fund, sold $737.15M, 206 investors

19 Feb 21

D/A

Indefinite amount in investment fund, sold $669.2M, 186 investors

21 Feb 20

D/A

Indefinite amount in investment fund, sold $495.4M, 153 investors

22 Feb 19

D/A

Indefinite amount in investment fund, sold $406.74M, 133 investors

23 Feb 18

D/A

Indefinite amount in investment fund, sold $356.71M, 116 investors

24 Feb 17

D/A

Indefinite amount in investment fund, sold $295.84M, 87 investors

26 Feb 16

D/A

Indefinite amount in investment fund, sold $211.05M, 74 investors

27 Feb 15

D/A

Indefinite amount in investment fund, sold $73.3M, 20 investors

27 Feb 14

D/A

Indefinite amount in investment fund, sold $41.46M, 13 investors

27 Feb 13

D

Indefinite amount in investment fund, sold $26.92M, 10 investors

4 Sep 12