VT AJ Bell Moderately Adv I Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.57%
  • 3 Year sharpe0.65
  • 3 Year alpha-0.13
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.31%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BYW8VL77

Investment Strategy

The investment objective of VT AJ Bell Moderately Adventurous is to achieve long-term capital growth with a preference towards higher risk assets such as equities and less emphasis on lower risk assets such as cash and fixed income. 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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