VT RM Global Real Opps Instl GBP Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkIA Flexible
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.75%
  • IA SectorSpecialist
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BMCM2782

Investment Strategy

The investment objective of the Fund is to provide income and capital growth over the medium to longer term (3- 5 years). The Fund seeks to meet its objectives by investing primarily (70% +) in listed equities, whose primary activity or exposure is within core thematic areas including but not limited to ageing populations, urbanisation, digital commerce, infrastructure, decarbonisation, disruptive real estate and consumer staples. Investments will include listed companies, REITs and Investment Trusts. The Investment Manager believes real opportunities represent the best ideas derived from key investment themes. The investment focus is on an investment universe which benefits from structural or social-demographic tailwinds (such as ageing populations, the decarbonisation of energy generation and rapid growth of digital services).

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