VT Garraway Multi Asset Dyn I Acc

Fund
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Fund Info

  • Yield History0.67%
  • 3 Year sharpe-0.04
  • 3 Year alpha-6.5
  • Distribution Typeaccumulation
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.68%
  • SectorFlexible Investment
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BH4TWG19

Investment Strategy

The investment objective is to achieve consistent long term returns from both capital and income by investing across a balanced global portfolio of assets. The Investment Manager uses a global asset allocation framework to invest across a balanced range of asset classes, geographies, sectors and investment styles. The portfolio invests in a combination of specialist Funds, ETFs, listed investment vehicles, individual securities and cash, and uses derivatives for hedging and investment purposes to both reduce market risk and enhance returns. As a consequence, the portfolio exhibits modest correlation to traditional asset classes. Positions are generally held with a three to five year time horizon. However, the management of the portfolio is active and the investment strategy is liquid and dynamic in order to adapt to changing market conditions.

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