VT Chelsea Mgd Bal Gr A GBP Net Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.07%
  • 3 Year sharpe0.72
  • 3 Year alpha2.02
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.00%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the VT Chelsea Managed Balanced Growth fund is to generate capital growth over the long term (5 years). The Fund is expected to follow a balanced strategy with investment primarily (70% +) through collective investment schemes (including those managed or operated by the ACD) so as to provide a balance between exposure to asset classes which the ACD considers to lower risk (including cash, fixed income and assets following absolute return strategies) and those which it considers to be higher risk assets classes (typically equities).

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