Looking for our fund? Read more on the VT PEF Global Multi-Asset Fund

Ready to 'own the world'?

The Plain English Finance team and our partners, Professors Andrew Clare and Steven Thomas with Dr. James Seaton, started with a blank sheet of paper and designed an investment product to help you 'own the world'.

Introducing the VT PEF Global Multi-Asset Fund.

fund overview download PDF ISIN: GB00BDZZSM84  |  SEDOL: BDZZSM8 Jump to key investor documents ↓

Available on major investment platforms

The VT PEF Global Multi-Asset fund is available to buy via your SIPP, ISA or GIA. Please contact your account provider or IFA.

VT PEF Global Multi-Asset Fund

One fund.
All main asset-classes.
All major geographical regions.

For more details about the fund, please download the overview document and other important legal documents below.

Fund name: VT PEF Global Multi-Asset Fund

download overview document

Fund postion

Should you be interested, below you can download a pdf or excel spreadsheet that gives you the fund's historical positions since launch.

Download full PDF ↓
Download full XLS ↓

Fund Updates

Updates on the fund from the PEF Investment Team.

 Archive 2017 (ZIP 0.1MB)
Q1 2018

Second full quarter of trading

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Q2 2018

Third full quarter of trading

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Q3 2018

Fourth full quarter of trading

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Q4 2018

Last quarter of 2018

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Important documents

For a general overview of the fund, including more detail on performance, trend-following and our team, start with the Fund Overview below.

Fund Overview Document
Note Like all investments, your capital is at risk. You may get back less than you invest.


Plain English Finance Limited has used all reasonable efforts to ensure the accuracy of the information contained in this communication at the date of publication. Investors should read this website in conjunction with the fund's Key Investor Information Document and the relevant application form before purchasing shares in the fund. Full details of each of the risks and aims for the fund can be found in the Key Investor Information Document.

The figures in this marketing information refer to simulated past performance. Past performance is not a reliable indicator of future performance. The value of investments and any income from them may fall as well as rise, the return may increase or decrease as a result of currency fluctuations, and you may not get back the amount of your original investment. Plain English Finance Ltd. does not make any recommendations regarding the suitability of this product for you and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. If you are in any doubt about the information on our website please consult your financial or other professional adviser.

This financial promotion is intended for UK residents only and is communicated by Plain English Finance Ltd. (7503422) which is authorised and regulated by the Financial Conduct Authority (564876) with its registered office of: Stag Gates House, 63/64 The Avenue, Southampton, Hampshire SO17 1XS

Accredited Corporate Director

Valu Trac
Mains of Orton,
Moray IV32 7QET

Contact Details

T. +44 1343 880344
F. +44 1343 880267
E. pef.gmaf@valu-trac.com


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