VT SmartFund Cautious Strategy Z GBP Inc

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This fund can be held in
Trading AccountISAJISASIPP

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

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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