At Value Tree our financial products are different from the rest. We implement our management methodology directly (direct investment in shares and bonds) or through collective vehicles, aiming for financial and/or tax optimisation according to what best suits each investor.
We have carefully developed a limited, but comprehensive and flexible, range of investment vehicles.
- It covers almost the entire globe: Europe, North and South America and Asia.
- It covers the main types of assets: monetary assets, bonds (corporate and government), equities and derivatives.
- It proposes the main asset selection strategies: very conservative, conservative, balanced, aggressive and very aggressive.
All of these funds are managed according to our belief in the virtues of value investing.
Value Tree has an investment vehicle based in Luxembourg (Value Tree Umbrella SICAV), which has five sub-funds covering all investor risk profiles.