Discretionary Fund Management Services - VAM

VAM’s Discretionary Fund Management Services have been launched by VAM Funds in partnership with Close Brothers Asset Management.

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

Discretionary Fund Management Services Key Features

  • 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
  • Actively managed under a discretionary fund management agreement by Close Brothers Asset Management’s highly experienced investment team
  • Private client investment approach focused on preserving investors’ wealth, reducing risk exposure while maintaining the potential for rewards
  • Daily dealing, UCITS V-compliant funds providing security for investors
  • Minimum US$10,000 investment, with the same investment process normally only available to those with significant sums to invest

 

Close Brothers Asset Management is a trading name for Close Asset Management Limited.

Close Brothers Asset Management

Investment management for the VAM Discretionary Funds is provided by Close Brothers Asset Management, a leading UK discretionary wealth manager which is part of the FTSE 250 Close Brothers Group plc. International access to Close Brothers’ discretionary fund management expertise is available exclusively through VAM Funds.

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.

 

 

Guide to Risk

View the ‘Guide to Risk’ publication

Client E-Brochure

View our E-brochure on the VAM Discretionary Funds’ Management Services offering.

Fund Prices and Literature

View VAM Close Brothers Funds’ prices, performance data, fact sheets and sales aids.