VT Cantab Balanced Fund

Select share classes

VT Cantab Balanced A GBP Acc

Category GBP Allocation 60-80% Equity


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

110.817p

arrow-up0.33p (+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%.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerDavid Saunderson, Jeremy Davis, Leah Bramwell
110.98
99.97
Fund comparative indexIA Mixed Investment 40-85% Shares
Mixed Investment 40-85% Shares
-
1.34
0.04
0.00
GBP Allocation 60-80% Equity
No
Fund providerValu-Trac Investment Management Limited
Share class launch date11 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.

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.