VFM Mutual Fund AG & Co. KG


On 2 December 2011 the VFM Mutual Fund AG & Co. KG, a self-managed investment company for qualified investors established in the legal form of a limited partnership, was taken over from the previous management company by VFM Mutual Fund AG in the capacity of lead manager.

VFM Mutual Fund AG, a wholly owned subsidiary of Valartis Fund Management (Liechtenstein) AG, is in charge of the investment company and acts as its executive general partner. To assume this function it was endowed with CHF 500,000 of its own share capital and entered in the Liechtenstein Public Register on 1 December 2011.

The investment company invests the subscribers’ assets in American life insurance policies ("life settlements") and thus offers a product that has very little correlation with the financial markets.

At the end of 2011 the portfolio consisted of:

  • approx. 630 US life settlements,
  • issued by approx. 75 insurance companies,
  • based on approx. 550 individual policyholders,
  • with an actuarial market value of approx. USD 337 million
  • and an insured value of approx. USD 1.2 billion.

Main partners of VFM Mutual Fund AG & Co. KG

Custodian bank
Sub-custodian
External auditors
Investment advisor
Actuarial review
NAV validity check

LGT Bank in Liechtenstein
Wells Fargo Bank, USA
ReviTrust Revisions AG
Commerzbank AG, London Branch
Deloitte Consulting AG, Zurich
Deloitte AG, Zurich

Contact address


VFM Mutual Fund AG & Co. KG

Schaaner Strasse 27
9487 Gamprin-Bendern
Liechtenstein

Tel. +423 388 10 00
Fax +423 388 10 01
LSP(at)valartisfunds.li
www.valartisfunds.li/LSP

Reg. no. FL-0002.308.253-6
© Valartis Fund Management (Liechtenstein) AG