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.
The past returns shown for VT Defensive, VT Balanced and VT Dynamic were obtained under the name of CaW Defensive, CaW Balanced and CaW Dynamic.
This information does not constitute, under any circumstances, investment, legal or tax advice or advice of any other nature. There are certain risks (market, types of interest, currency exchanges, etc.), uncertainties and factors (market situation, macroeconomic factors, regulations, directives, etc.) that may cause the results to differ from those expected. Past performance is no guarantee of future results. The financial instruments and investments mentioned in this document can lower or increase in value and profitability and, as a result, investors may receive less money than they originally invested. You can find out more information in the sicav prospectus.