VM Wealth Funds: Where Your Finances Flourish

Access diverse investment options for your varying risk profiles that lead to steady returns.

Why Fund Your Future With VM

Embark on a transformative journey towards financial empowerment with VM Wealth Funds. Your future is brimming with possibilities. 

Long-Term
Growth Potential

Our funds are designed to capitalize on growth opportunities in diverse market sectors, aiming to maximize your investment returns over time. Sow today and reap tomorrow!

Compound
Your Capital

While some Funds pay a dividend that can allow you a steady stream of income, there is the opportunity to reinvest your growth and see your finances multiply.

Diversify Your
Portfolio

With investments spread across various asset classes, you can reduce exposure to volatility in any single market, enhancing the stability and resilience of your investment portfolio.

Elevate Your Finances, Unleash Your Potential

We offer unique solutions to meet you where you are in your financial journey. Let us support you!

VM Wealth

Capital Growth Fund

This Fund supports long-term capital appreciation. The gains you accrued will be reinvested in the Fund for even more growth. 

0.5% of the value of any VM Wealth Capital Growth Fund shares redeemed within six (6) months of the date of the issue of the shares.

Any Business Day on which a Redemption Request is processed.

Class B Redeemable Shares, non-voting redeemable Shares without nominal or par value in the capital of the Company.

This Fund does not pay dividends.

VM Wealth

Income Fund

Gain a high income while you preserve your capital, and receive dividends up to twice yearly.

1% of the value of Fund shares redeemed within (six) 6 months of the date of the issue of the said Shares.

*There shall be no Redemption Fee at any time after six (6) months from the date of the issue of the said Shares.

Any Business Day on which a Redemption Request is processed.

Class A Redeemable Shares, non-voting redeemable Shares without nominal or par value in the capital of the Company.

Fund will pay a dividend to Shareholders on record as at the dividend declaration date. The payment date shall be set by the Investment Manager and shall not exceed thirty (30) business days after the record date.

VM Wealth

Property Fund

Access long term capital appreciation through investment in both commercial and residential real estate markets.

TEMPORARILY CLOSED

1% of the value of Fund shares redeemed within twelve (12) months of the date of the issue of the said Shares. 

*There shall be no Redemption Fee for any at any time after one (1) year from the date of the issue of the said Shares.

Redemption Day: Any Business Day on which a Redemption Request is processed.

Class D Redeemable Shares, non-voting redeemable Shares without nominal or par value in the capital of the Company.

This Fund does not pay dividends.

Accordion Content

Can’t choose ?

Three Different Ways You Can Invest

You only need two (2) forms of valid ID (such as Passport or National ID Card), and proof of residential address (e.g. utility bill, bank statement) to Get Started.

Invest a Lump Sum Amount

An investment in any Individual Fund may be made online through your commercial bank of choice sent to the VM Wealth Funds, using our banking details provided.

Set up a Monthly Standing Order

Invest at least BDS $100.00 monthly by setting up a standing order to automatically transfer funds from your personal bank account to the Individual Fund.

Monthly Direct Deposits

Instruct your employer to deduct at least BDS $100.00 each month from your salary and have the proceeds credited to the account of the relevant VM Wealth Funds.

Purchase Unlimited Shares with VM Wealth Funds!

Take control of your financial future. After exploring our range of funds, begin your journey towards wealth creation and financial security.

Find Answers to Your Questions

Still not sure? View a full list of your popular questions and related answers for your needs.

Find Answers to Your Questions

Still not sure? View a full list of your popular questions and related answers for your needs.

Some Key Resources to Get You Started

Speed up the process by downloading and filling out the necessary forms beforehand.

Resources Cat

Some Key Resources to Get You Started

Speed up the process by downloading and filling out the necessary forms beforehand.

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The Capital Growth Fund

This Fund supports long-term capital appreciation. The gains you accrued will be reinvested in the Fund for even more growth. 

Minimum Initial Investment: BDS$500.00

Minimum Account Balance: 100 shares

Redemption Fee: 0.5% of the value of any VM Wealth Capital Growth Fund shares redeemed within six (6) months of the date of the issue of the shares.

Redemption Day: Any Business Day on which a Redemption Request is processed.

Class of Shares: Class B Redeemable Shares, non-voting redeemable Shares without nominal or par value in the capital of the Company.

Dividend Policy: This Fund does not pay dividends.

Valuation or Redemption: Weekly

The Income Fund

Gain a high income while you preserve your capital, and receive dividends up to twice yearly.

Minimum Initial Investment: BDS$500.00

Minimum Account Balance: 500 shares

Redemption Fee*: 1% of the value of Fund shares redeemed within (six) 6 months of the date of the issue of the said Shares.

*There shall be no Redemption Fee at any time after six (6) months from the date of the issue of the said Shares.

Redemption Day: Any Business Day on which a Redemption Request is processed.

Class of Shares: Class A Redeemable Shares, non-voting redeemable Shares without nominal or par value in the capital of the Company.

Dividend Policy: Fund will pay a dividend to Shareholders on record as at the dividend declaration date. The payment date shall be set by the Investment Manager and shall not exceed thirty (30) business days after the record date.

Valuation or Redemption: Weekly

The Property Fund

Access long term capital appreciation through investment in both commercial and residential real estate markets.

TEMPORARILY CLOSED

Minimum Initial Investment: BDS$5,000.00

Minimum Account Balance: 500 shares

Redemption Fee*: 1% of the value of Fund shares redeemed within twelve (12) months of the date of the issue of the said Shares. 

*There shall be no Redemption Fee for any at any time after one (1) year from the date of the issue of the said Shares.

Redemption Day: Any Business Day on which a Redemption Request is processed.

Class of Shares: Class D Redeemable Shares, non-voting redeemable Shares without nominal or par value in the capital of the Company.

Dividend Policy: This Fund does not pay dividends.

Valuation or Redemption: Weekly