VT AJ Bell Adventurous I Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.37%
  • 3 Year sharpe0.66
  • 3 Year alpha0.04
  • Distribution Typeaccumulation
  • BenchmarkIA Flexible Investments
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.31%
  • IA SectorFlexible Investment
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BYW8VG25

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.

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