VT Momentum Diversified Balanced Fund

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

VT Momentum Diversified Balanced Fund 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

151.624p

arrow-up0.43p (+0.28%)

Fund Code

MOMFA

B7W1TW4

GB00B7W1TW44

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
The Sub-fund aims to achieve total returns (comprised of capital growth and income) of the Consumer Prices Index + 4% (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 five 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
151.62
137.81
Fund comparative indexUK CPI
Mixed Investment 20-60% Shares
-
1.57
0.05
0.00
GBP Allocation 40-60% Equity
No
Fund providerValu-Trac Investment Management Limited
Share class launch date06 Nov 2012
£7.70m
-
1.67
-
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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