Unit Trust Resources

Important information for our investors and all stakeholders.

Unit Trust filter
Unit Trust Offering Circular- July 2024

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Unit Trust Fund Performance Quarter ended June 30, 2024

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Unit Trust Fund Performance Quarter ended March 31, 2024

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Goal Maximizer Auditors Report as at December 31, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Notice of Change to Financial Year-End April 5, 2024

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Property Fund Auditors Report as at December 31, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Classic Income Portfolio Audited Report as at December 31, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Classic Equity Growth Portfolio Audited Report as at December 31, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Classic Protector Portfolio Audited Report as at December 31, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Global Equity Growth Portfolio Audited Report as at December 31, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Global Income Max Portfolio Audited Report as at December 31, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Global Income Plus Portfolio Audited Report as at December 31, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Global Income Portfolio Auditors Report as at December 31, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Unit Trust Fund Performance Quarter ended December 31, 2023

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Property Fund Auditors Report as at December 31, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Money Market Fund Auditors Report as at December 31, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

International Equity Fund Auditors Report as at December 31, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Equity Fund Auditors Report as at December 31, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Global Income Plus Auditors Report as at December 31, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Bond Fund IV Auditors Report as at December 31, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Goal Maximizer Auditors Report as at December 31, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Global Income Auditors Report as at December 31, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Global Income Max Auditors Report as at December 31, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Unit Trust Offering Circular- July 2023

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Notice to Unit Holders December 19, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Unit Trust Fund Performance Quarter ended June 30, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Unit Trust Fund Performance Quarter ended March 31, 2022

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Unit Trust Fund Performance Quarter ended December 31, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Unit Trust Fund Performance Quarter Ended September 30, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Unit Trust Fund Performance Quarter Ended June 30, 2021

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Bond I Fund Auditors Report as at December 31, 2020

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Bond II Fund Auditors Report as at December 31, 2020

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Bond III Fund Auditors Report as at December 31, 2020

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Equity Fund Auditors Report as at December 31, 2020

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

International Equity Fund Auditors Report as at December 31, 2020

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Money Market Fund Auditors Report as at December 31, 2020

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

Property Fund Auditors Report as at December 31, 2020

VM Investments Limited (VMIL) โ€“ Management Changes at VM Wealth Management Ltd

VM Investor Risk Profile

Find out your risk tolerance today!

Investor Risk Profile
What are your investment goals ?

VM Financial Group Preference Share Sign-Up Form

Follow the steps below to get registered
Preference Share Form

    Schedule An Appointment

    Registration Form

    Please fill out the form to set and appointment with us.

    Bond Trading Pop Up
    Time

    This website uses cookies to ensure you get the best experience on our website. Read More