VT Momentum Diversified Moderate Fund

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

VT Momentum Diversified Moderate Fund A Acc

Category GBP Allocation 60-80% Equity


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

199.671p

arrow-down-0.104p (-0.05%)

Fund Code

MOMVA

B7GSHR2

GB00B7GSHR29

Prices updated as at 19 Dec 2025
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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).

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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10 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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Source: Fidelity (FIL Investment SVCS (UK) Ltd)



Important Information

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