Diversified Funds

VT Momentum Diversified Funds

 

The VT Momentum Diversified Fund range provides a comprehensive multi-asset cornerstone investment solution. The range includes multiple funds tailored to different risk profiles and specific objectives, designed to achieve clear growth, income, and risk outcomes. Managed by our specialist investment team, the funds serve as core, diversified, global multi-asset holdings.

 

 

Tailored to different risk profiles, the funds aim to meet client growth, income, and risk objectives. Managed by a specialist team, they combine active asset allocation, portfolio construction, and ongoing risk management with a diversified mix of asset classes and investment styles, delivering outcome-based solutions that are simple and efficient for advisers.

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VT Momentum Diversified Balanced Fund
  • Investment Target Capital growth
  • Volatility Objective 6-9%
  • Investment Horizon (min) 5 years +
  • Asset Exposure Global, Multi-Asset
  • Currency Exposure  UK Centric
  • Inception Date 5 November 2012
fund performance and key information
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VT Momentum Diversified Income Fund
  • Investment Target  An annual level of income (net of fees) in the range of 4% to 6%. The Fund also aims to provide capital growth
  • Asset Exposure  multi-asset
  • Volatility Objective  8-11%
  • Investment Horizon (min) 6 years +
  • Annual income (net of fees)  aim 4% to 6%
  • Currency Exposure  UK Centric
  • Inception Date  8 April 2002
fund performance and key information
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VT Momentum Diversified Growth Fund
  • Investment Target Capital growth
  • Volatility Objective  10-14%
  • Investment Horizon (min) 7 years +
  • Asset Exposure  multi-asset
  • Currency Exposure  UK Centric
  • Inception Date 8 April 2002
fund performance and key information

Our investment approach

Our Multi-Asset funds are risk-rated and designed to meet a wide range of client objectives. They combine outcome-focused strategies with diversified holdings, managed by an experienced team following a disciplined, proven process.

We optimise strategic and tactical asset allocation to target real return objectives while smoothing the client’s investment journey. 

Suitability

The fund range suits clients with defined investment goals, a medium to long-term horizon, and a desire for diversified exposure across asset classes.

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Diversified Funds