VT Momentum Diversified Cautious Fund

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

VT Momentum Diversified Cautious Fund A Acc

Category GBP Allocation 20-40% Equity


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

135.391p

arrow-down-0.261p (-0.19%)

Fund Code

MOMDA

B40M984

GB00B40M9847

Prices updated as at 19 Apr 2024
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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 + 3% (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 5 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).

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerAlex Harvey
137.1
125.55
Fund comparative indexUK CPI
Mixed Investment 0-35% Shares
-
1.59
0.08
0.00
GBP Allocation 20-40% Equity
No
Fund providerValu-Trac Investment Management Limited
Share class launch date09 Mar 2012
£7.34m
-
1.88
-
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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