VT AJ Bell Cautious I Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.49%
  • 3 Year sharpe0.76
  • 3 Year alpha-0.02
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 0-35% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.34%
  • IA SectorMixed Investment 0-35% Shares
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BYW8RV97

Investment Strategy

he investment objective of VT AJ Bell Cautious is to achieve long-term capital growth with a high level of exposure (often indirect) to defensive assets such as cash, fixed interest securities, money market funds and collective investment schemes following alternative strategies such as property and commodities and a low level of exposure to higher risk assets such as equities. This is to keep the Fund within a pre-determined risk profile.

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