VT Rossie House Portfolio B Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.01%
  • 3 Year sharpe0.73
  • 3 Year alpha-0.63
  • Distribution Typeincome
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.42%
  • IA Sector-
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00BKX57W23

Investment Strategy

The Fund's objective is to achieve long term capital and income growth.The Fund will aim to meet its objective by investing primarily, though not exclusively, in investment trusts and collective investment schemes that invest predominantly in equity securities. The Fund may also have some direct exposure to bonds and other nonequity investments, including cash, gold and derivatives.

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