VT Sorbus Vector A

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.79%
  • 3 Year sharpe0.76
  • 3 Year alpha4.66
  • Distribution Typeincome
  • BenchmarkMSCI UK IMI NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.86%
  • IA SectorUK All Companies
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Fund is to generate income and capital growth. The Fund will aim to meet its objectives by investing primarily (at least 70%) in a small number of UK equities (many of which are likely to have a small market capitalisation) which the Investment Manager considers to be undervalued. In addition to investing in equities, the sub-fund may also invest in other transferable securities, collective investment schemes, money market instruments, deposits, cash and near cash.

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