Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund seeks to maximize total return through flexible global multi-asset allocation across equities, bonds, and short-term securities. It invests in corporate and governmental issuers worldwide with no prescribed geographical limits, maintaining flexibility to adjust asset class exposures based on market conditions and opportunities. The strategy combines top-down macro analysis with bottom-up security selection to construct diversified portfolios across global markets. Through dynamic allocation between stocks, bonds, and cash guided by experienced portfolio managers, the fund provides comprehensive global diversified exposure, appropriate for investors seeking balanced multi-asset returns with professional tactical asset allocation and global market access. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +12.52% | +12.52% |
| 3-Year Return | +43.21% | +12.71% |
| 5-Year Return | +26.61% | +4.83% |
| 10-Year Return | +95.81% | +6.95% |
| All Time Return | +395.80% | +6.18% |
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