VT Greystone Balanced Managed R Inc

Fund

Fund Info

  • Yield History0.63%
  • 3 Year sharpe1.05
  • 3 Year alpha1.62
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.78%
  • 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).