VT AJ Bell Global Growth I Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.52%
  • 3 Year sharpe0.68
  • 3 Year alpha0.06
  • Distribution Typeaccumulation
  • BenchmarkIA Flexible Investments
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.32%
  • IA SectorFlexible Investment
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BD833W40

Investment Strategy

The investment objective of VT AJ Bell Global Growth is to achieve long term capital growth with a focus on having exposure (often indirect) to global equities, including higher risk equities such as emerging markets, small cap and technology, with minimal holdings or exposure to 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 predetermined 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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