Interactive Investor
>>

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

VT AJ Bell Moderately Cau I Acc

Fund

Right Arrow 1

Mixed Investment 20-60% Shares

-
-
-
-
-
- / -

NAV Price

-

Chg

-

-

Updated: -

Loading...
-
-
-
-
-
- / -

This stock can be held in:

Fund Info

Distribution Type

accumulation

Manager Group

Valu-Trac

Domicile

United Kingdom

ISIN

GB00BYW8VJ55

Benchmark

IA Mixed Investment 20-60% Shares

Legal Structure

Open Ended Investment Company

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. 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 and which typically consist of collective investment schemes (including those managed or operated by the ACD) as well as equities, bonds and transferable securities.

Loading...

Loading Comparison

Latest News

Currently there are no news & analysis articles for this instrument. Visit our news hub for the latest investment news from ii and Alliance News