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Fund Info

  • Yield History1.39%
  • 3 Year sharpe0.84
  • 3 Year alpha-2.22
  • Distribution Typeincome
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.14%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to provide long term capital growth with less fluctuations of returns than ‘high growth’ investment options.

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