Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund seeks above-average income without sacrificing long-term capital growth through flexible global multi-asset allocation. It invests across the full spectrum of global asset classes including equities, high-yield bonds, investment-grade fixed income, REITs, and alternative income-generating securities with approximately 40% equities and 50% fixed income. The strategy employs bottom-up security selection identifying attractively valued income-generating assets while managing portfolio-level income and total return. Through diversified income-focused multi-asset investment, the fund targets consistent income generation with capital appreciation potential, appropriate for income-oriented investors seeking regular distributions from globally diversified multi-asset portfolio with balanced risk profile. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +3.73% | +3.73% |
| 3-Year Return | +31.99% | +9.68% |
| 5-Year Return | +17.02% | +3.19% |
| 10-Year Return | +50.74% | +4.19% |
| All Time Return | +83.60% | +4.35% |
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