VT AJ Bell Passive Balanced I Acc

Fund

Fund Info

  • Yield History1.95%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.35%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BYW8RX12

Investment Strategy

The investment objective of the VT AJ Bell Passive Balanced is to achieve long-term capital growth with a balanced approach between lower risk assets such as cash and fixed income and higher risk assets such as equities.