Veritas Asset Management manages investments for institutional clients like pension plans, foundations, and government entities. They also serve as a sub-advisor to U.S. mutual funds. Veritas offers these services on a discretionary basis, meaning they make investment decisions for you. The firm invests in various securities, including equities and bonds, using its own research and a bottom-up approach. Veritas aims to deliver long-term real returns while minimizing the risk of permanent capital loss.
Assets Under Management$22B
Clients44
AdvisorsN/A
Avg. per Client$500M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $31.6M | 0.75% |
| $31.6M - $94.9M | 0.60% |
| $94.9M - $158.1M | 0.50% |
| $158.1M+ | 0.45% |
Fees are in GBP. Fees have evolved over time and may be changed from time to time at the Firm’s discretion in discussion with clients. Veritas Funds pay the firm annual management fees of up to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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