VT Sinfonia Cautious Managed Portfolio

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

VT Sinfonia Cautious Managed Portfolio A Acc

Category GBP Allocation 40-60% Equity


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

202.281p

arrow-up0.115p (+0.06%)

Fund Code

SFCAA

B2R2Y00

GB00B2R2Y002

Prices updated as at 27 Mar 2024
|
Prices in GBX

Investment objective
The Fund aims to provide returns over the long term (5 years) by a combination of both capital growth and income generation. The Fund will invest in a diversified portfolio of equities as well as fixed interest securities, warrants and money market instruments primarily (at least 70%) through investment in a portfolio of collective investment schemes (which may include those managed and/or advised by the Authorised Corporate Director (VT) or Investment Manager). The Fund will typically be invested in a global portfolio of assets and may also focus on UK assets.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerHavard Tveit
202.64
183.52
Fund comparative indexIA Mixed Investment 20-60% Shares
Mixed Investment 20-60% Shares
-
0.96
0.02
0.00
GBP Allocation 40-60% Equity
No
Fund providerTatton Investment Management Limited
Share class launch date13 Jun 2008
£17.92m
-
0.47
-
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

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.