VT SmartFund Cautious Strategy Z GBP Inc
Fund
Fund Info
- Yield History1.23%
- 3 Year sharpe0.56
- 3 Year alpha-0.6
- Distribution Typeincome
- BenchmarkN/A
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF1.35%
- IA SectorMixed Investment 0-35% Shares
- Manager GroupValu-Trac
- DomicileUnited Kingdom
- ISINGB00BNGXR135
Investment Strategy
To provide income over the medium term (3-5 years) with the potential for some capital growth over the long term (5 years). The Fund will seek to achieve its investment objective through investing primarily (70%) in a diversified portfolio of collective investment schemes and other permitted investments that have a similarly diversified character such as investment companies and exchange traded funds (ETFs).
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