VT Momentum Diversified Moderate Fund A Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
199.408p
0.857p (+0.43%)
Fund Code
MOMVA
B7GSHR2
GB00B7GSHR29
Prices updated as at 12 Dec 2025
Prices in GBX
Investment objective
The Sub-fund aims to achieve total returns (comprised of capital growth and income) of the Consumer Prices Index + 5% (net of management fees and underlying fund charges) over the medium to long-term (3-5 years). Capital is in fact at risk and there is no guarantee that a positive return will be achieved over a five year, or any, period. The Sub-fund may gain exposure to a broad range of asset classes, including global equities, UK equities, corporate and government bonds, money market instruments, cash and near cash by investing at least 50% in a globally diverse mix of collective investment vehicles (including investment trusts) (which may include those managed and/or operated by the ACD or Investment Manager).
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Valu-Trac Investment Management Limited
Fund launch date
06 Nov 2012
Domicile
United Kingdom
UCITS
Yes
Fund manager
Alex Harvey
Manager start date
01 May 2019
Fund manager biography
Alex studied Management Studies with French at Nottingham University and
has extensive experience in research and the broader financial industry. He has
been with Momentum Global Investment Management for three years, joining
the group from the JP Morgan Asset Management stable. Alex currently heads
up the fixed income team in London and manages the international portfolio for
Momentum Global Investment Management. He has oversight for manager
research across all fixed income asset classes and has a specialist knowledge
of derivative overlay strategies.
Head office
Orton Moray IV32 7QE
Orton
United Kingdom
IV32 7QE
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