Valu-Trac Equity Income A GBP Acc

add to virtual portfolio
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.70%
  • 3 Year sharpe0.40
  • 3 Year alpha-1.16
  • Distribution Typeaccumulation
  • BenchmarkMSCI World NR EUR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.00%
  • IA Sector-
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom

Investment Strategy

The objective of the Fund is to obtain a yield higher than that generally available from investment in global equities* whilst, over the longer term, achieving growth in both capital and income.

Latest news

Currently there for this fund. Visit our news hub for other news .