VT Momentum Diversified Growth Fund A Accumulation

Category GBP Allocation 80%+ Equity

Last buy/sell price

393.632p

arrow-down-0.599p (-0.15%)

Fund Code

3146763

GB0031467631

Prices updated as at 19 Dec 2025

Prices in GBX

Investment objective

The fund aims to achieve capital growth over the long term (5 years) by investing in a balanced and well diversified portfolio of UK and International equities which the Investment Manager expects to grow in value as well as some fixed interest securities including government and corporate bonds. Investments will also be made in regulated collective investment schemes (which may include funds managed and/or operated by the ACD or Investment Manager), money markets and cash deposits to provide further diversification to the fund in accordance with applicable regulations.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Valu-Trac Investment Management Limited

Fund launch date

08 Apr 2002

Domicile

United Kingdom

UCITS

Yes

Lead manager

Mark Wright

Lead manager start date

12 Jul 2011

Lead fund manager biography

Mark is responsible for UK equity research across Seneca IM’s investment mandates. He began his career at Seneca IM after graduating from University of York with a BSc degree in Economics. Mark is a CFA Charter holder and an accredited member of the CFA Institute. He likes to escape to the gym, regularly plays football and wishes he could be more frequently found relaxing on an idyllic beach somewhere

Fund manager

Tom Delic

Manager start date

24 Feb 2016

Fund manager biography

Tom is responsible for overseas equity, sector and thematic research across the Seneca IM mandates. He has worked in the investment industry since 2009 after graduating from the University of Liverpool with a first class degree in Mathematics with Finance. After beginning his career as an investment analyst for Royal Liver Asset Managers, he later joined Seneca IM in October 2011. He has been the assistant fund manager on the CF Seneca Diversified Growth Fund since February 2016.

Head office

Orton Moray IV32 7QE

Orton

United Kingdom

IV32 7QE

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