VAM Discretionary Funds

The VAM Discretionary Funds’ range features three diversified multi-asset, risk-rated investment portfolios, managed under a discretionary fund management agreement, each of which is designed to suit a specific risk profile and investment preference.

 

The essence of this approach is diversification. Diversified across different asset classes, geographic areas and sectors, all three funds are designed to be the core holding in a client’s portfolio.

 

VAM MANAGED FUNDS (LUX) – VAM CAUTIOUS FUND

The objective of the Fund is to provide long-term capital appreciation through income and moderate capital growth. The Fund will, directly or indirectly, gain exposure to equities and similar securities, fixed income instruments and/or money market instruments. The Fund may gain exposure to assets worldwide without any restriction in relation to the currency of denomination of the assets to which exposure is obtained.

 

VAM MANAGED FUNDS (LUX) – VAM BALANCED FUND

The objective of the Fund is to provide long-term capital appreciation through capital growth with some income. The Fund will, directly or indirectly, gain exposure to equities and similar securities, fixed income instruments and/or money market instruments. The Fund may gain exposure to assets worldwide without any restriction in relation to the currency of denomination of the assets to which exposure is obtained.

 

VAM MANAGED FUNDS (LUX) – VAM GROWTH FUND

The objective of the Fund is to provide long-term capital appreciation through capital growth. The Fund will, directly or indirectly, gain exposure to equities and similar securities, fixed income instruments and/or money market instruments. The Fund may gain exposure to assets worldwide without any restriction in relation to the currency of denomination of the assets to which exposure is obtained.

In addition to the above, VAM Funds also provides a full range of equity funds.
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VAM Discretionary Fund Management Service

VAM has a range of discretionary funds to meet the needs of international advisers wishing to take a discretionary fund management approach to preserving their clients’ wealth and maintaining the potential for rewards, whilst reducing the risk to which they are exposed.

Sanlam Private Wealth

The investment management of the VAM Discretionary Funds is provided by Sanlam Private Wealth, a leading discretionary investment manager and part of the Sanlam Group. Advisers and their clients benefit from Sanlam’s award-winning expertise in discretionary portfolio management, in-house research teams specialising in global direct investment and a robust risk management framework.

Fund Prices and Literature

View VAM Cautious, Balanced and Growth Funds’ prices, performance data, fact sheets and sales aids.

VAM Sanlam Introductory Video

View the VAM Sanlam Introductory video.