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VT AJ Bell Moderately Adv I Acc fund price, performance, charts and research

VT AJ Bell Moderately Adv I Acc

Fund

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Mixed Investment 40-85% Shares

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This stock can be held in:

Fund Info

Distribution Type

accumulation

Manager Group

Valu-Trac

Domicile

United Kingdom

ISIN

GB00BYW8VL77

Benchmark

IA Mixed Investment 40-85% Shares

Legal Structure

Open Ended Investment Company

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. The Fund will seek to achieve its objective (and so provide exposure to the asset classes noted in the objective) by investing predominantly (80% +), in index-tracking investments or strategies (those instruments and/or investment strategies that aim to track the performance of various financial indices) and which typically consist of collective investment schemes (including those managed or operated by the ACD) as well as equities, bonds and transferable securities.

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