VT Cantab Balanced Fund

Select share classes

VT Cantab Balanced A GBP Acc

Category GBP Allocation 60-80% Equity


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

109.394p

arrow-down-0.659p (-0.60%)

Fund Code

VTCBA

BG21143

GB00BG211431

Prices updated as at 26 Apr 2024
|
Prices in GBX

Investment objective
The investment objective of the Fund is to provide income and capital growth over the medium term (3-5 years). The Fund aims to achieve its objective by investing at least 80% in collective investment funds (which may include those managed and/or operated by the ACD) which provide exposure to a diversified portfolio of investments, including equities, bonds and alternative assets (such as commodities, property and infrastructure), It is expected that the exposure to equities will typically be between 50% and 85%.

Annual charges

Product charges
1.34
0.04
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Annual Reports 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Fund Provider FactSheet 29 Feb 2024pdf
Key Information Document / Technical Guide 31 Dec 2023pdf
Annual Short Report 30 Dec 2023pdf
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.