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Willis Towers Watson Group Trust - Diversified Equity Fund

Other Private FundFund ID 805-5947995594New York, United States
Gross assets
—
Min. investment
$1M
Beneficial owners
0
Size rank
—
Audited
Yes
Structure
Standalone

About this fund

Willis Towers Watson Group Trust - Diversified Equity Fund is a other private fund managed by Towers Watson Investment Services, Inc.. The stated minimum investment is $1 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-5947995594
Fund typeOther Private Fund — POOLED INVESTMENT INTERESTS
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Wtw Diversified Credit Fund LPOther Private$4.44B
Wtw Real Assets Fund LPOther Private$3.25B
Wtw Global Equity Focus Fund LLCOther Private$3.05B
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Frequently asked questions

What is the minimum investment for Willis Towers Watson Group Trust - Diversified Equity Fund?

The stated minimum investment is $1 million.

Who manages Willis Towers Watson Group Trust - Diversified Equity Fund?

Willis Towers Watson Group Trust - Diversified Equity Fund is managed by Towers Watson Investment Services, Inc.

Does Willis Towers Watson Group Trust - Diversified Equity Fund disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

T

Service providers

Prime broker
None reported
Custodian
BNY Mellon
Administrator
BNY Mellon
Auditor
Deloitte
Marketer
83915

Reported gross assets

$4.03BNo change
Mar '25 — $4.03BApr '25 — $4.03BMay '25 — $4.03BJun '25 — $4.03BJul '25 — $4.03BAug '25 — $4.03BSep '25 — $4.03BOct '25 — $4.03BNov '25 — $4.03BDec '25 — $4.03BJan '26 — $4.03BFeb '26 — $4.03BMar '26 — $4.03BApr '26 — $4.03BMay '26 — $4.03BJun '26 — $4.03B
Mar '25Form ADV, monthlyJun '26

How this fund compares

Minimum investmentTop 33%
Higher than 67% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.