VT Garraway Multi Asset Dyn I Inc

Fund

Fund Info

  • Yield History0.68%
  • 3 Year sharpe0.25
  • 3 Year alpha-5.48
  • Distribution Typeincome
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.68%
  • SectorFlexible Investment
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BH4TWH26

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.

Latest news

Currently there for this fund. Visit our news hub for other news .