Mutual Funds and SMAs

Since its creation, VectorGlobal WMG is committed to promote an open architecture model that offers our clients access to well-known external money managers with proven experience and a successful track record.

To reinforce this objective we have created strategic alliances with fund families recognized globally. Our clients have access to more than 240 Mutual Funds and 275 Separately Managed Accounts (SMAs). Among these are:

• Alliance Bernstein
• Investec
• Permal
• BlackRock
• Morgan Stanley
• Pioneer
• Fidelity
• Legg Mason
• Schroders
• Franklin Templeton
• Man
• Skandia
• Invesco
• MFS Meridian

Additionally, through Sun Life of Canada, our clients have access to investment contracts with capital guarantees, trust structures and a separate mutual fund platform. With this global access to mutual funds and Money Managers, we cover virtually every type of asset, industry and geography that our clients may want to have exposure to.

Disclosure: The investor should request his/her Investment Advisor to provide you with a copy of the prospectus and if available, the summary prospectus that advises an investor to consider the investment objectives, risk and charges and expenses of the investment company carefully before investing. The summary prospectus contains this and other information about the investment company. You can obtain the prospectus and the summary prospectus directly through the Mutual Funds companies’ website.