VT AJ Bell Passive Moderately Cau I Acc

Fund

Fund Info

  • Yield History1.82%
  • 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 20-60% Shares
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BYW8VJ55

Investment Strategy

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

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