VT AJ Bell Moderately Cau I Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.68%
  • 3 Year sharpe0.76
  • 3 Year alpha-0.32
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.34%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BYW8VJ55

Investment Strategy

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