VT iFunds Absolute Return Green A Acc

Fund

Fund Info

  • Yield History0.00%
  • 3 Year sharpe0.03
  • 3 Year alpha-6.14
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.58%
  • SectorTargeted Absolute Return
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00B3RH6H36

Investment Strategy

The Fund aims to deliver a level of return over rolling three year periods equivalent to cash (as measured by LIBOR) plus five per cent a year before fees and charges. There is no guarantee that a positive return will be achieved over this, or any period, and capital is at risk. The annualised volatility for the Fund is expected to be seven per cent per annum irrespective of general equity and bond market conditions.