VT AJ Bell Cautious I Acc
Fund
Fund Info
- Yield History1.67%
- 3 Year sharpe0.64
- 3 Year alpha-0.84
- Distribution Typeaccumulation
- BenchmarkIA Mixed Investment 0-35% Shares
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF0.35%
- IA SectorMixed Investment 0-35% Shares
- Manager GroupValu-Trac
- DomicileUnited Kingdom
- ISINGB00BYW8RV97
Investment Strategy
The investment objective of the VT AJ Bell Passive Cautious is to achieve long-term capital growth with a high level of exposure to lower risk assets such as cash and fixed income and a low level of exposure to higher risk assets such as equities.
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