VT Tatton Oak Advanced B Acc

Fund

Fund Info

  • Yield History3.00%
  • 3 Year sharpe0.85
  • 3 Year alpha-0.97
  • Distribution Typeaccumulation
  • BenchmarkIA FLEXIBLE INVESTMENT
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.89%
  • SectorFlexible Investment
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00B63B9H15

Investment Strategy

The Fund aims to achieve capital growth over the medium to longer term, which is well in excess of normal cash deposit savings rates. The Fund will achieve its investment exposure by investing in collective investment schemes such as unit trusts, OEICs and other UCITS funds and closed ended schemes but may also invest in individual stocks and bonds.