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VT Astute Funds

Investment Strategies

VT Astute Funds

Investment Committee

VT Astute Funds

We deliver our investment proposition through a fund structure on a discretionary basis. We have appointed Valu-Trac Investment Management Ltd (VT) to establish three investment funds. Astute Investment Management Ltd has been created to manage the VT Astute Portfolio funds. The fund objectives are aligned to our 5 risk approaches and have been created for the exclusive use of Astute Private Wealth clients. As such, this company has the same ownership structure as Astute Private Wealth Ltd, is separately authorised by the FCA, and will form the investment management arm of Astute Private Wealth.

The VT Astute fund range is the flagship offering from Astute Investment Management. These risk rated, daily dealing funds were designed from the bottom up to match our client risk profiles and to integrate into the Astute advice process.

Factsheets

Factsheets for the VT Astute fund range can be found below:

Conservative

Conservative

Balanced

Balanced

Growth

Growth

Quarterly Commentary

The quarterly commentary for the VT Astute fund range can be found below:

Q2 2024 – Quarterly Commentary

Q2 2024 – Quarterly Commentary

Q2 2024 Astute Quarterly Market Update

Q2 2024 Astute Quarterly Market Update

Please click on the video above to watch the latest market update with our Chief Investment Officer Dr Scott Osborne.

Diversification

A fund of funds approach is one of the best ways to diversify your investments across different styles, asset classes and geographies, all within one convenient wrapper and without the complications of a model portfolio service. The documents below demonstrate the level of diversification within each of the VT Astute funds.

Conservative

Conservative

Balanced

Balanced

Growth

Growth