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Our new fund is now available.

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

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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 brochure and other important legal documents below.

Fund name: VT PEF Global Multi-Asset Fund
ISIN: GB00BDZZSM84

download brochure
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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. This comes in the format you can see to the left...

Download full PDF ↓
Download full XLS ↓

Disclaimer

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: 2 A C Court, High Street, Thames Ditton, Surrey, United Kingdom, KT7 0SR.

Accredited Corporate Director

Valu Trac
Mains of Orton,
Orton, FOCHABERS,
Moray IV32 7QET

Contact Details

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

Identifiers

ISIN: GB00BDZZSM84
SEDOL: BDZZSM8
MEXID: WLJKH
CITICODE: O42K
Bloomberg Ticker: VTGMAAG
Lipper: LP68439582

Important documents

The following documents, mentioned above in the disclaimer, should read before purchasing shares in the fund. For a general overview of the fund, including more detail on performance, trend-following and our team, start with the brochure below.

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

Fund Updates

Updates on the fund from the PEF Investment Team

November 2017

Initial update from launch

Download ↓
Q4 2017

First full quarter of trading

Download ↓