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VT AJ Bell Adventurous I Acc fund price, performance, charts and research

VT AJ Bell Adventurous I Acc

Fund

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Flexible Investment

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This stock can be held in:

Fund Info

Distribution Type

accumulation

Manager Group

Valu-Trac

Domicile

United Kingdom

ISIN

GB00BYW8VG25

Benchmark

IA Flexible Investments

Legal Structure

Open Ended Investment Company

Investment Strategy

The investment objective of VT AJ Bell Adventurous is to achieve longterm capital growth with a preference (often indirect) towards higher risk assets such as equities and less emphasis on defensive assets such as cash, fixed interest securities, money-market funds and collective investment schemes following alternative strategies such as property and commodities. This is to keep the Fund within a pre-determined risk profile. Capital is in fact at risk and there is no guarantee that capital growth will be achieved over a 5 year, or any period. The Fund will seek to achieve its objective (and so provide exposure to the asset classes noted in the objective) by investing predominantly (80% +), in index-tracking investments or strategies (those instruments and/or investment strategies that aim to track the performance of various financial indices) and which typically consist of collective investment schemes as well as equities, bonds and transferable securities.

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