VT Sinfonia Adventurous Growth Portfolio

Select share classes
There is only one type of share class for this fund.

VT Sinfonia Adventurous Growth Portfolio A Acc

Category GBP Allocation 80%+ Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

243.792p

arrow-down-1.606p (-0.65%)

Fund Code

SFAGA

B2R2YS8

GB00B2R2YS84

Prices updated as at 26 Apr 2024
|
Prices in GBX

Investment objective
The Fund aims to provide returns over the long term (5 years) by a combination of both capital growth and income generation. The Fund will primarily invest (at least 70%) in a diversified portfolio of fixed interest securities and equities, as well as warrants, and money market instruments, through investment in a portfolio of collective investment schemes (which may include those managed and/or advised by the Authorised Corporate Director (VT) or Investment Manager). The Fund will typically be invested in a global portfolio of assets but may also focus on UK assets.

Annual charges

Product charges
0.92
0.01
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 31 Mar 2024pdf
Key Information Document / Technical Guide 31 Dec 2023pdf
Annual Reports 30 Sep 2023pdf
Annual Short Report 30 Sep 2023pdf
Interim Short Report 31 Mar 2023pdf
Interim Reports 31 Dec 2017pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.