VT AJ Bell Adventurous I Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.71%
  • 3 Year sharpe0.35
  • 3 Year alpha1.09
  • Distribution Typeaccumulation
  • BenchmarkIA Flexible Investments
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.35%
  • IA SectorFlexible Investment
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BYW8VG25

Investment Strategy

The investment objective of the VT AJ Bell Passive Adventurous is to achieve long-term capital growth with a high level of exposure to higher risk assets such as equities and a low level of exposure to lower risk assets such as cash and fixed income.

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