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Multi-asset · atomos

VAM Balanced Fund

A balanced, globally diversified multi-asset portfolio of growth with some income.

Multi-assetBalancedGlobalLuxembourg UCITS
Factsheets and KIDs

Strategy

The fund is a discretionary core balanced growth portfolio, with exposure primarily to a concentrated portfolio of listed global equities. It invests through a combination of direct equities and funds, supporting active stock selection and giving investors greater transparency.

Fixed income and alternative asset exposure are included to provide diversification, reduce volatility, and manage risk.

The manager

The VAM multi-asset funds are managed by atomos, a UK-based wealth manager with around 30 years' heritage managing roughly £7bn for over 15,000 clients, combining direct equities and selected funds, with WTW's asset allocation and research teams.

Factsheets and KIDs

Factsheets, UCITS KIIDs and PRIIPs KIDs are published per share class. Choose the documents for the share class and currency you hold or are considering.

Share classCurrencyISINFactsheetUCITS KIIDPRIIPs KID
Class FUSDLU3206354204Contact us →KIID PDF →KID PDF →
Class FGBPLU3206354113Contact us →KIID PDF →KID PDF →
Class FEURLU3206354030Contact us →KIID PDF →KID PDF →
Class DUSDLU1558094345Factsheet PDF →KIID PDF →KID PDF →
Class DGBPLU1558094261Factsheet PDF →KIID PDF →KID PDF →
Class DEURLU1558094428Factsheet PDF →KIID PDF →KID PDF →
Class AUSDLU0840938665Factsheet PDF →KIID PDF →KID PDF →
Class AGBPLU0840938822Factsheet PDF →KIID PDF →KID PDF →
Class AEURLU0840939630Factsheet PDF →KIID PDF →KID PDF →
Class ASGDLU1508396295Factsheet PDF →KIID PDF →KID PDF →
Class ACHFLU2639904981Factsheet PDF →KIID PDF →KID PDF →
Class ZUSDLU1837982195Factsheet PDF →KIID PDF →KID PDF →
Class ZGBPLU1821417471Factsheet PDF →KIID PDF →KID PDF →
Class ZEURLU2224503909Factsheet PDF →KIID PDF →KID PDF →

Fund & SICAV documents

Shared across share classes.

Prospectus PDF → Application form PDF → SFDR disclosures PDF → Annual report PDF → Semi-annual report PDF →

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Talk to the team about this fund →
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