Valu-Trac Equity Income A GBP Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.85%
  • 3 Year sharpe0.38
  • 3 Year alpha-0.48
  • Distribution Typeincome
  • 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.

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