VT Cautious Portfolio Overlay Fund C 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

149.023p

arrow-up0.266p (+0.18%)

Fund Code

FPCOA

BYV0VN6

GB00BYV0VN67

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
The investment objective of the Fund is to generate a combination of income and capital growth, with the aim of achieving above inflation (Retail Price Index) investment total return over the longer term (5 to 7 years). Capital invested in the Fund is at risk and there is no guarantee that the investment objective will be met over the 5 to 7 year investment period or in respect of any other period.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerSam Leary
149.13
134.15
Fund comparative indexNot Benchmarked
Unclassified Sector
-
0.53
0.01
0.00
GBP Allocation 40-60% Equity
No
Fund providerValu-Trac Investment Management Limited
Share class launch date07 Dec 2015
£443.77m
-
1.45
-
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.