WEG's flagship Variable Insurance Trust — a multi-strategy alts wrapper combining private equity, private credit, and real estate inside a tax-deferred variable annuity structure. Built proprietary to WEG for HNW clients seeking institutional alts access with insurance-grade tax efficiency.
WEG VIT I is a multi-strategy alternatives wrapper inside a variable annuity. The fund allocates dynamically across private equity, private credit, real estate, and hedge strategies — all delivered through institutional sub-advisor relationships. The VA wrapper provides tax-deferred compounding (no 1099 drag, no annual K-1) and converts at retirement into tax-favorable income.
Private Equity · 40%
Sub-advised by top-quartile institutional PE managers. Buyout + growth equity blend.
Private Credit · 30%
Direct lending exposure via institutional sub-advisors. Floating-rate, senior secured.
Real Estate · 20%
Diversified across core+, value-add, and opportunistic strategies. Inflation hedge sleeve.
Hedge / Cash · 10%
Multi-strategy hedge exposure for liquidity + low-correlation diversification.
Performance
Net of fees. Annualized. Past performance does not guarantee future results.
YTD
5.2%
Trailing 1yr
11.4%
Since inception (ann.)
10.8%
Tax-deferred
VA
Data Room
All fund documents — tracked access, versioned, audit trail on every download. Direct sync with KKR's investor portal.
Private Placement Memorandum (PPM)
v2.4 · Updated Feb 2026 · 248 pages
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Fund Fact Sheet
Q1 2026 · Updated Apr 2026 · 2 pages
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Q1 2026 Quarterly Report
Latest · Released Apr 28, 2026 · 36 pages
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Subscription Agreement
Pre-populated with client data via WEG CRM
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Form ADV Part 2A
WEG Insurance Solutions LLC · Updated Mar 2026
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Side Letter Template
For QPs and institutional investors
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WEG DD Notes
From WEG's investment committee review · Q1 2026
WEG-proprietary: Designed by WEG's investment committee specifically for HNW clients via WEG's insurance advisory channel. Sub-advised by top-quartile institutional managers.
Tax efficiency: VA wrapper provides tax-deferred compounding. No annual K-1s or 1099 drag. Converts at retirement into tax-favorable lifetime income.
Diversification: 4-asset-class wrapper. No single sub-advisor >25%. Quarterly rebalancing by WEG IC.
Sub-advisor diligence: Each institutional sub-advisor goes through WEG's 10-point DD framework. Annual re-scoring.
Watch item: VA wrapper carries insurance fees (M&E + admin) on top of fund-level fees. Run the all-in cost discussion with the client up front.
Investment Team
WE
Greg Smith
CIO, WEG Alts
WE
Sarah Chen
PM, WEG VIT I
WE
David Tran
Head of Insurance Solutions
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