VT Tatton Oak Capital Growth

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

VT Tatton Oak ICVC - VT Tatton Oak Capital Growth B Acc

Category GBP Allocation 60-80% Equity


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

351.128p

arrow-up0.402p (+0.11%)

Fund Code

RICBA

B63B9K4

GB00B63B9K44

Prices updated as at 13 Dec 2024
|
Prices in GBX

Investment objective
The objective of the Fund is to maximise potential total return (i.e. capital and income growth). The Investment Manager will manage the portfolio in order to achieve the investment objective by investing in collective investment schemes such as unit trusts, OEICs and other UCITS funds and closed ended schemes. The Fund may also invest in individual stocks, bonds and derivatives if considered appropriate to meet the investment objective.

Annual charges

Product charges
0.87
0.10
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 01 May 2024pdf
Annual Reports 30 Apr 2024pdf
Annual Short Report 30 Apr 2024pdf
Interim Short Report 31 Oct 2023pdf
Interim Reports 28 Feb 2017pdf
Please note that service charges will also apply. Read more about our fees.


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.