Momentum Diversified Funds
The VT Momentum Diversified Fund range has been designed to offer a selection of risk-rated funds targeting either income or inflation plus returns over four or more years. The funds are broadly diversified portfolios investing in a wide range of global asset classes such as equities, fixed income, cash, property and alternative strategies.
We believe that diversification is vital in any investment portfolio as being too concentrated in any one investment can lead to increased volatility (positive or negative investment returns).
Our heritage in multi-asset investing coupled with strong research expertise allow us to capitalise on investment opportunities as they appear.
Suitability
Our Fund range is ideal for clients who are looking for an investment solution that has a clear investment goal and is benchmark agnostic. The Funds are suitable for those who:
-
have a required investment outcome with a defined level of risk
-
have a medium to long term investment horizon and
-
would like exposure to a wide range of diversifying assets
 |
Please contact your financial adviser for further information
|
Our Multi-Asset Diversified Fund Range (always speak to a Financial Adviser prior to investing)
VT Momentum Diversified Cautious Fund
- Investment Target UK CPI +3% (net)
- Volatility Objective 4-7%
- Investment Horizon (min) 4 years +
- Asset Exposure Global, Multi-Asset
- Currency Exposure UK Centric
- Inception Date 5 November 2012
- KIID
- Prospectus
VT Momentum Diversified Balanced Fund
- Investment Target UK CPI +4% (net)
- Volatility Objective 6-9%
- Investment Horizon (min) 5 years +
- Asset Exposure Global, Multi-Asset
- Currency Exposure UK Centric
- Inception Date 5 November 2012
- KIID
- Prospectus
VT Momentum Diversified Moderate Fund
- Investment Target UK CPI +5% (net)
- Volatility Objective 8-11%
- Investment Horizon (min) 6 years +
- Asset Exposure Global, Multi-Asset
- Currency Exposure UK Centric
- Inception Date 5 November 2012
- KIID
- Prospectus
VT Momentum Diversified Income Fund
- Investment Target UK CPI +5% (net)
- 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
- KIID
- Prospectus
- Factsheet
VT Momentum Diversified Growth Fund
- Investment Target UK CPI +6% (net)
- Volatility Objective 10-14%
- Investment Horizon (min) 7 years +
- Asset Exposure multi-asset
- Currency Exposure UK Centric
- Inception Date 8 April 2002
- KIID
- Prospectus
- Factsheet
Documents
![Shutterstock 1941024673 [Converted]](/media/ypfbch4c/shutterstock_1941024673-converted.jpg?width=600&height=350&quality=90&v=1d979dfccdddbe0)
Do you need a document in a different format?
Please get in touch if you would like this document in large font or as audio.
+44 (0) 20 7618 1806
