VT Esprit Sustainable Growth GBP Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.73%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkUK RTMA Risk 5 - Growth GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.62%
  • IA Sector-
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BL9X2M21

Investment Strategy

The investment objective of the VT Esprit Sustainable Growth Fund is to achieve a level of investment return (capital growth and reinvestable income) in excess of the benchmark (UK RTMA Risk 5 - Growth), net of fees over the longer term (5 year rolling periods) while investing at least 80% of its portfolio in investment funds which promote ethical, sustainable or responsible investment. The Fund will be actively managed to achieve its stated investment objective by investing in a globally diversified portfolio. The portfolio will consist at least 80% of a range of OEICS, Unit Trusts, other collective investment vehicles (providing exposure to asset classes including equities, government and investment grade bonds, money market instruments, cash, property and commodities (through exchange traded vehicles)) and where appropriate may invest directly in equities, fixed income stocks, money market instruments and cash.

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