The actual asset class allocation of the Fund may vary by as much as +/- 10 percentage points as a result of VIA's allocation decisions, performance differences between asset classes of the Fund, or some combination thereof. Please see the Disclosure Memorandum for additional information about the Fund’s risks. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. The team ensures the asset mix is adjusted to become more conservative as the maturity date approaches, so investors don’t have to worry about their portfolios being too risky as their investment milestone approaches. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. Having raised funds of over US$ 800mn, Milestone advises 12 schemes across real estate & bullion products. We identify extraordinary technology companies at the … By signing in, you agree to theseterms and conditions. Find the latest Vantagepoint Milestone 2020 Fun (VPROX) stock quote, history, news and other vital information to help you with your stock trading and investing. There is no guarantee that the Fund will meet its investment objective and you can lose money. Essentially, every time the fund’s net asset value per unit, or “NAV”, reaches a new high at … Dec. 11, 2020, 06:59 PM. A Guaranteed Value that, when held to maturity, guarantees the highest value reached over the life of the fund. Now, over 20 years later, Milestone continues to be Minnesota’s only community-based investment fund that is focused on providing long-term financing to diverse businesses. It is calculated based on a Morningstar Risk–Adjusted Return measure that accounts for variation in a managed product′s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. You may only fund one milestone at a time. Milestone Capital Fund; Our Brite Project Menu Toggle. VantageTrust provides for the commingling of assets of certain trusts and plans as described in its Declaration of Trust, and is only available for investment by such eligible trusts and plans. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 72% fixed income/stable value investments and 28% equity investments. Nov 30, 2020, Senior Vice President and Chief Investment Officer. Over time, VIA will adjust the asset allocation of each dated Milestone Fund to seek to become more conservative as the year designated in its name approaches and for approximately 10 years beyond the designated year. When the fund reaches maturity (June 30 of the maturity year), funds will be transferred into the Sun Life Money Market Fund. As of Formed in 2007, Milestone Capital Advisors is a privately held alternative investment advisory firm in India. The Guaranteed Value of each unit of a Milestone Fund is calculated during the term of the Milestone Fund based on the greater of $10.00 per unit and the then highest month end NAV per unit. Performance information for this class prior to its inception date is the performance of the Fund adjusted to reflect the estimated fees and expenses of this class. All rights reserved. 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