The Commodity Spike
In this month’s market update, manager Phil Smeaton looks at how the conflict between Russia and Ukraine impacts financial markets. As the news of Russia's invasion of terrain continues, there has been some significant downward pressure on markets in general. This has some short-term impacts which are very sentiment driven, but also longer-term impacts that we need to start to consider in managing discretionary portfolios.

Watch the video below for an update on markets, asset classes and inflation expectations.
For additional information on our range of VAM Discretionary Funds,
click here to view or download our online e-brochure.

For more information on the VAM funds, please contact Mark Taylor
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ABOUT VAM FUNDS

VAM Funds is a fund management group offering a range of funds investing across the spectrum of asset classes including listed shares in equities, infrastructure and real asset stocks, and multi-asset portfolios. Partnering with VAM Funds gives financial advisers access to:

  • The skills of leading Investment Managers in their sectors
  • VAM Funds’ 21-year track record of success
  • A fully regulated Luxembourg UCITS V structure
  • Distribution support in various regions via VAM Business Development Directors
  • Multiple fund classes to support financial intermediary models
  • Daily dealing and full transparency
Sanlam Private Wealth is a trading name of Sanlam Private Investments (UK) Ltd.

Disclaimer. This is a marketing communication. This document is intended for use by professional financial advisers only. The distribution of VAM Funds and the offering of the shares may be restricted in certain jurisdictions. Private investors should contact their financial adviser for more details on any of the products featured. It is the responsibility of any person in possession of this document to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdictions. Prospective applicants for shares should inform themselves as to the legal requirements and consequences of applying for, holding and disposing of shares and any applicable exchange control regulations and taxes in the countries of their respective citizenship, residence or domicile. Click for Important Information.