VT Cantab Balanced A GBP Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
110.817p
0.33p (+0.30%)
Fund Code
VTCBA
BG21143
GB00BG211431
Prices updated as at 28 Mar 2024
Prices in GBX
Investment objective
The investment objective of the Fund is to provide income and capital growth over the medium term (3-5 years). The Fund aims to achieve its objective by investing at least 80% in collective investment funds (which may include those managed and/or operated by the ACD) which provide exposure to a diversified portfolio of investments, including equities, bonds and alternative assets (such as commodities, property and infrastructure), It is expected that the exposure to equities will typically be between 50% and 85%.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | David Saunderson, Jeremy Davis, Leah Bramwell |
110.98 | |
99.97 | |
Fund comparative index | IA Mixed Investment 40-85% Shares |
Mixed Investment 40-85% Shares | |
- | |
1.34 | |
0.04 | |
0.00 | |
GBP Allocation 60-80% Equity | |
No | |
Fund provider | Valu-Trac Investment Management Limited |
Share class launch date | 11 Jul 2018 |
£65.33m | |
- | |
1.34 | |
- | |
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.