Discretionary Fund Management Services - VAM

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.

 

  • VAM Cautious Fund – a lower risk portfolio
  • VAM Balanced Fund – a medium risk portfolio
  • VAM Growth Fund – a higher risk portfolio

 

Discretionary Fund Management Services Key Features

 

  • Opportunity to de-risk through outsourced investment solutions
  • Direct investment approach adds value through active asset allocation and stock selection decisions
  • Actively managed under a discretionary fund management agreement by Sanlam’s award-winning investment team
  • Three diversified multi-asset, risk-rated investment portfolios: Cautious, Balanced and Growth
  • Each fund is designed to suit a specific risk profile and investment preference, providing an all-in-one portfolio for those seeking capital preservation, income or growth
  • Private client investment approach focuses on preserving investors’ wealth, reducing risk exposure while maintaining the potential for rewards
  • Daily dealing, UCITS compliant funds provides security for investors
  • Minimum US$10,000 investment, with the same investment process normally only available to those with significant sums to invest

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.

VAM Discretionary Funds

Each fund in the VAM Discretionary Funds range is designed to suit a specific risk profile and investment preference, and provides an all-in-one portfolio for those seeking capital preservation or growth.

 

 

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.