VT Tatton Oak Cautious Growth B Acc

Fund
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Fund Info

  • Yield History0.72%
  • 3 Year sharpe0.71
  • 3 Year alpha-1.24
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Invest 20 - 60% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupValu-Trac
  • DomicileUnited Kingdom
  • ISINGB00B63B9M67

Investment Strategy

The Fund aims to achieve capital growth, over the medium to longer term, which is above normal cash deposit savings rates. The Fund will achieve its investment exposure by investing in collective investment schemes, such as unit trusts, OEICs and closed ended schemes but may also invest in individual stocks and bonds. Through these investments, the Fund will seek a balanced asset class exposure, including equities and fixed interest securities, and in other asset classes such as commodities, property and private equity, listed and/or traded on both UK and international stock exchanges, directly or indirectly as appropriate. Through these investments the Fund will gain investment exposure across a range of global geographical areas and asset classes, but with core holdings in UK bonds and UK equities.

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