VitalityInvest Global Multi-Manager fund range
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Five ready-made, risk-profiled multi-manager funds offered in partnership with SEI Investments (SEI), one of the world’s largest manager-of-managers
Our range uses SEI's institutional expertise to bring an innovative solution to your clients’ portfolios. Each fund is diversified across up to six asset classes, 20 sub-asset classes and up to 70 investment strategies from some of the world’s leading managers.
Each aims to achieve long-term growth, while remaining broadly within their risk rating in line with Dynamic Planner’s scale. The asset allocations are independently reviewed by Dynamic Planner each quarter to ensure that the funds continue to meet your clients’ risk preferences.
Download our Global Multi-Manager funds guide
The fund range offers five key benefits to you and your clients
1. Access to best-in-class investment managers globally including institutional managers and boutique firms not commonly available to retail investors.
2. Up to 70 unique investment strategies each is a customised mandate carefully allocated to a manager with the right skill set, built into an optimised portfolio.
3. A specialist approach to active management by managing diverse, uncorrelated sources of returns across sectors, securities, managers and styles; proven by a track record of long-term outperformance.
4. Real-time risk management combines proprietary and third-party tools with the transparency of investment mandates, enabling portfolio monitoring at all levels.
5. Value through institutional buying power ensuring competitive pricing with a single all-in fund charge.
The funds
SEI - an experienced team with global reach
- 8 offices worldwide
- 115+ investment professionals
- £257 billion AUM1
- 7.6k advisers work with SEI globally
Where to next?
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Blended Funds
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Five multi-asset funds that bring together actively managed and index-tracking strategies.
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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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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
*Source: SEI, figures correct as of 30 September 2020
1Calculated by SEI on 30 September 2020 with an exchange rate of 1 USD to 0.77765 GBP