VitalityInvest Blended fund range
This site is for UK investment professionals only. If you're not an investment professional, please find out more about us at vitality.co.uk.
A range of five ready-made, risk-profiled funds that blend actively managed and index-tracking strategies
Each fund is managed to maintain an equal weighting between the VitalityInvest Risk Optimiser funds (VIRO), our multi-asset funds made up of index tracking strategies, and the VitalityInvest Global Multi-Manager funds, our manager-of-manager funds, that correspond to the specified risk profile.The funds aim to achieve long-term growth, while remaining broadly within their risk rating. Dynamic Planner independently reviews the asset allocations each quarter, to ensure that the funds continue to meet your clients’ risk preferences.
The funds
Where to next?
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Funds
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Explore the range of Vitality funds and third-party funds designed to cater for a wide variety of client needs.
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Global Multi-Manager Funds
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Five multi-manager funds offered in partnership with SEI Investments (SEI), one of the world's largest manager-of-managers.
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Performer Funds
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A range of ten actively managed funds managed by Ninety One.
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Risk Optimiser Funds
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A range of five low-cost, multi-asset risk-targeted funds, each carefully managed to optimise long-term returns, while remaining within their respective target risk profile.
Contact your Business Consultant
or call 0800 096 4368
Lines are open (freephone)
Monday to Thursday: 8am - 9pm
Friday: 8am - 7pm
Saturday: 9am - 5pm
Sunday: closed