VT EPIC Multi Asset Growth Fund R Acc

Category GBP Allocation 80%+ Equity


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

109.437p

arrow-up0.32p (+0.29%)

Fund Code

CTMRA

BDZTGW6

GB00BDZTGW68

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
The investment objective is to achieve capital growth over the long term (5 years) by investing across a global portfolio of assets. The investment manager uses a global asset allocation framework to invest across a wide range of asset classes, geographies, sectors and investment styles. The portfolio aims to generate capital growth by investing in a combination of specialist funds, ETFS, listed investment vehicles, individual securities and cash, and uses derivatives for hedging and investment purposes to both reduce market risk and enhance returns. As a consequence, the portfolio exhibits moderate correlation to traditional asset classes. Positions are generally held with a three to five year time horizon. However, the management of the portfolio is active and the investment strategy is liquid and dynamic in order to adapt to changing market conditions.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerMark Harris
109.44
97.02
Fund comparative indexIA Mixed Asset 40-85% Shares
Mixed Investment 40-85% Shares
-
1.05
0.05
0.00
GBP Allocation 80%+ Equity
No
Fund providerValu-Trac Investment Management Limited
Share class launch date08 Nov 2013
£13.61m
-
0.08
-
Semi-Annually
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

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