VT Johnston Cautious Portfolio A Income

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.11765

arrow-down£-0.009 (-0.77%)

Fund Code

VJCAI

BM95281

GB00BM952812

Prices updated as at 04 Mar 2026

Prices in GBP

Investment objective

The investment objective of the Fund is to achieve capital growth over the medium to long term (5 years and over) with the potential for also providing income. The Fund will typically invest around 40% (although this may fluctuate between 35% and 45% due to market movements) of its portfolio in a range of actively-managed OEICS, Unit Trusts, and other collective investment vehicles (including exchange-traded funds, and which may include funds managed and/or operated by the ACD or Investment Adviser) providing exposure to a globally-diversified range of equities. The funds held in this part of the Fund's portfolio will be managed by a carefully selected range of active fund managers.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Not Disclosed
	1.13
	1.04
Fund comparative index	IA Mixed Investment 20-60% Shares
	Mixed Investment 20-60% Shares
	-
	0.69
	0.11
	0.00
	GBP Allocation 40-60% Equity
	No
Fund provider	Valu-Trac Investment Management Limited
Share class launch date	23 Jul 2020
	£121.42m
	-
	2.47
	-
	Quarterly

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.