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Vitality

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.
Blended fund range

Alternatively, use our model portfolio functionality to create blended portfolios with different weightings of our VIRO and Global Multi-Manager funds.

The funds

Series F funds are available through VitalityInvest plans with Healthy Fee Saver.
Series B funds are available through VitalityInvest plans with Healthy Fee Saver and Boosters.

Name Aim Ongoing charges Fund fact sheet SID

VitalityInvest Blended 3

Funds aim to deliver long- term returns while remaining broadly within their specified risk profiles. They invest in a wide range of global assets through a blend of actively managed and index-tracking strategies.

F Series: 0.50%

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B Series: 0.65% Download Download

VitalityInvest Blended 4

F Series: 0.52%

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B Series: 0.67% Download Download

VitalityInvest Blended 5

F Series: 0.55%

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B Series: 0.70%
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VitalityInvest Blended 6

F Series: 0.57%

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B Series: 0.72% Download Download

VitalityInvest Blended 7

F Series: 0.60%

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B Series: 0.75% Download Download

Where to next?

  • Funds

    Explore the range of Vitality funds and third-party funds designed to cater for a wide variety of client needs.

  • Global Multi-Manager Funds

    Five multi-manager funds offered in partnership with SEI Investments (SEI), one of the world's largest manager-of-managers.

  • Performer Funds

    A range of ten actively managed funds managed by Ninety One.

  • Risk Optimiser Funds

    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.

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