The performance quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance information shown. The investment return and principal value of an investment in the Portfolio will fluctuate, so that your shares, when redeemed, may be worth more or less than their original cost. Click on the fund name for standardized quarterly performance.
Returns are without sales charges and would be lower if the sales charges were included. Returns for the other share classes will vary due to different charges and expenses. Performance assumes reinvestment of distributions and does not account for taxes. Total investment return at net asset value has been calculated assuming a purchase at net asset value at the beginning of the period and a sale at net asset value at the end of the period; and assumes reinvestment of dividends, capital gain distributions and return of capital distributions/allocations, if any, in accordance with the provisions of the dividend reinvestment plan. Net asset value equals total Fund assets net of Fund expenses such as operating costs and management fees. Total investment return at net asset value is not annualized for periods less than one year.
All investing involves risks of fluctuating prices and the uncertainties of rates of return and yield inherent in investing. All security transactions involve substantial risk of loss.
To obtain more information related to a fund’s performance and/or charges and expenses, click the fund’s name.
What is an SMA
A separately managed account (“SMA”) is an individual portfolio that directly invests in stocks, bonds, or a combination and is overseen by a professional money manager. In an SMA, the investor owns individual securities rather than shares of a fund providing structural advantages over mutual funds. With higher minimums and unique benefits, separately managed accounts are the vehicle commonly utilized by high net worth investors.
Why invest in an SMA
Separately Managed Accounts are individualized portfolios that are:
- Personal – your client owns the underlying securities in the strategy rather than owning a fund that invests in the securities.
- Customizable – your client can structure their portfolio as they deem fit based on investing goals and individual preferences
- Tax flexible – since your client controls when they buy and sell they can manage tax incidence and offset gains strategically
- Transparent – your client owns individual securities which are always visible within their account. Performance reporting is specific to their portfolio
Why invest in Voya SMAs
- Access to institutional caliber platforms – individualized portfolios that benefit from the deep expertise of Voya’s investment professionals
- Investing for reliability – investment strategies and processes focusing on consistent results over the long term
- Risk Controls – risk management integrated in the investment process to provide disciplined portfolio construction and exposures
Equity
Fixed Income
Voya IM does not provide tax or legal advice. This information should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel.