Valletta Fund Management launches new investment solution

Valletta Fund Management Limited (VFM) is now offering investors a new investment opportunity to access the markets through a balanced portfolio of global bonds and equities, through an investment in collective investment schemes.

Speaking on the Fund launch, Mark Agius, Executive Head of VFM, said that “the Vilhena Global Balanced Multi-Manager Fund is the third fund within the Income and Growth category.  This category provides investors with a market exposure to the domestic market, the Mediterranean region and now also the global markets.”

Mr Agius also mentioned that these funds are actively managed to gain investment opportunities across different sectors and markets and to potentially generate an acceptable level of income for investors.

The Vilhena Global Balanced Multi Manager Fund aims to maximise the level of total return to investors over the longer term, whilst minimising the volatility of the portfolio by investing predominantly, though not exclusively, in units of Collective Investment Schemes.

As Mr John Bellamy, Portfolio Manager at Waverton Investment Management Limited, the appointed Sub-Investment Manager of this new fund, explained during the launch, the multi-manager concept provides diversification of individual manager risk and of the underlying holding risk while it provides a more stable, and hence less volatile, return through the world’s finest investment managers.

Mr Bellamy also said that “the new Vilhena Global Balanced Multi-Manager Fund is designed to provide a diversified and well balanced global exposure across a broad range of collective investment schemes which invest in cash, bonds and/or equities, actively managed to provide a realistic prospect of capital growth and income over the longer term.”

The Fund can be accessed by investing a minimum amount of €2,500 or through a monthly investment plan of €50 per month.  During the launch offer period, investors will benefit from a discount on the up-front fee which is being reduced to 2%.

Mark Agius concluded that “Valletta Fund Management remains at the forefront of investment thinking, constantly seeking to develop its product suite to provide the best investment opportunities for our customers”.

For more information on the Vilhena Global Balanced Multi-Manager Fund you may visit any BOV Branch/Investment Centre, Licensed Financial Intermediaries or www.vfm.com.mt. Alternatively call on freephone 8007 2344.