VT Greystone Balanced Managed R Inc
Fund
Fund Info
- Yield History0.23%
- 3 Year sharpe0.35
- 3 Year alpha-3.18
- Distribution Typeincome
- BenchmarkIA Mixed Invest 40 - 85% Shares
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF1.56%
- IA SectorMixed Investment 40-85% Shares
- Manager GroupValu-Trac
- DomicileUnited Kingdom
- ISINGB00B8HLJX73
Investment Strategy
The objective of the Sub-fund is to provide capital growth and some income from an actively managed diversified portfolio of collective investment schemes and transferable securities selected from the global market place. The Sub-fund will be managed within the constraints of the IA (Investment Association) Mixed Investment 40% - 85% Shares Sector (previously the IMA Balanced Managed Sector).
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