Launched in January 2008 the Vale Pension Portfolio Service now holds an established track record with excellent results.
Based on a risk profile of the client determined at the initial meetings, the funds are invested in a matching risk category within the Pension Portfolio.
Our Portfolio committee meet on a regular basis to ensure the funds selected within each risk category are providing the returns they should be, and if not then a suitable substitute is found to replace it.
Download the Portfolio Service Brochure to find out even more.
If you are already invested within the Vale Pension Portfolio, or are interested in the performance, the monthly performance figures can be found on this page and under our News section.