Page 8 - DIY Investor Magazine - May 2019

At every step along this process the due diligence informs the teams thinking about the all the risks from investment specific risks to technical factors; if the combined level of risk is not acceptable then the investment does not progress.
RM Funds cannot offer an investor recourse if investments go down in value as returns cannot be guaranteed. However, the structure is a heavily regulated one and the investor benefits from full disclosure as required by financial services legislation and liquidity.
Using the relevant fund disclosures investors can review these investments to ascertain if they match an acceptable level of risk and return for their portfolios.
All of the factsheets are displayed and can be accessed via the RM Funds website. These factsheets are clear on valuations and the portfolio as no one, including us, like surprises.
VT RM ALTERNATIVE INCOME FUND RM DIRECT LENDING FUND
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DIY Investor Magazine | May 2019 8