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If you are not a professional financial adviser and have any questions about our investment solutions, you must seek advice from
a qualified finance professional. The value of investments can go up and down and you may not get back the amount you originally invested.
 
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Objective
 
To generate positive growth for investors over rolling three year periods with a consistent level of volatility and lower drawdown potential.
 
Investment process
 
The process behind our absolute return funds uses a combination of different quantitative techniques to identify positive trends within a universe of over 30 different asset classes from around the globe. Prices are monitored daily and those asset classes with the best risk adjusted performance receive an allocation. The rules based and objective nature of our process means we are free from the pitfalls of human emotions such as fear, greed and hope, all of which can have a detrimental impact on the investment decision making process. 
 
Distinguishing features & benefits
 
  • Designed to deliver long term positive returns above cash
  • Proven track record on providing consistent volatility and low drawdown
  • Outcome driven investment approach leads to a more predictable risk profile
  • Active asset allocation using low cost passive index tracking funds 
  • Wide range of asset classes & unique investment process results in a portfolio diversifier
  • Low correlation to traditional asset classes
  • Uses cash as an asset class

The funds & their targets
 
VT iFunds Absolute Return Orange ;
 
Return target ; Cash + 6.0%* per annum over rolling three year periods (gross of charges).
Volatility target ; 9.0% per annum over rolling three year periods
 

VT iFunds Absolute Return Green ;

Return target ; Cash + 5.0%* per annum over rolling three year periods (gross of charges).
Volatility target ; 7.0% per annum over rolling three year periods
 

VT iFunds Absolute Return Indigo ;

Return target ; Cash + 3.0%* per annum over rolling three year periods (gross of charges).
Volatility target ; 5.0% per annum over rolling three year periods


*Cash as measured by 6 month LIBOR


 
Multi-asset
Multi-asset funds
Active asset allocation
Active risk management
Further information
 
For more info on how our Absolute Return funds are managed and how they can diversify your clients portfolio, please contact either;
 
Stacey Ash
E-mail ; [email protected]
Tel ; 01283 210977
 
Craig Stansfield
E-mail ; [email protected]
Tel ; 02476 236223