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Niagara Income Opportunities Fund

Liquid Strategies · Interval Fund (Private Credit)

Program Overview

Interval Fund (Private Credit)
Niagara Income Opportunities Fund
Peer Group Filters
Objectives
IncomeCapital PreservationDiversification
Asset Class
Private CreditFund Strategy Single/MultiDiversifiedOther
Vehicle
Interval FundFund
Single / Multi Asset
Multi-Asset
Sponsor/Manager
Asset Class
Private Credit
Issuer
Niagara Income Opportunities Fund
Issuer Legal Structure
Delaware Statutory Trust
Program Life Structure
Perpetual
Target Leverage
Maximum 33% debt-to-total-assets Borrowings and senior securities limited to 33 1/3% of total assets; margin and short sales prohibited. None outstanding at 2026-03-31 (liabilities $447,616 vs assets $156,401,334). Look-through leverage in underlying funds not disclosed.
Strategy Risk/Return Profile
-
Managing Broker-Dealer
Scale
16,680,680 Shares outstanding
Minimum Investment
$1,000
Common Shares of Beneficial Interest (NAGRX)
Strategy Overview

The prospectus states the Fund's investment objective is current income. It invests without restriction on maturity, structure, seniority or credit quality and has no predetermined allocation among strategies. It targets small business, middle market, individual and specialty finance credit and public and private income funds, largely through private credit vehicles. The Adviser seeks to support an annual distribution rate of 8% of NAV.

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