VT AJ Bell Balanced I Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.12%
  • 3 Year sharpe0.39
  • 3 Year alpha-0.61
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.35%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BYW8RX12

Investment Strategy

The investment objective of the VT AJ Bell Passive Balanced is to achieve long-term capital growth with a balanced approach between lower risk assets such as cash and fixed income and higher risk assets such as equities.

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