VT Tatton Oak ICVC - VT Tatton Oak Capital Growth B Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
349.492p
-3.514p (-1.00%)
Fund Code
RICBA
B63B9K4
GB00B63B9K44
Prices updated as at 05 Mar 2025
|
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.
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
Company name
Valu-Trac Investment Management Limited
Fund launch date
23 Mar 2009
Domicile
United Kingdom
UCITS
Yes
Fund manager
Not Disclosed
Manager start date
01 Aug 2017
Fund manager biography
Head office
Orton Moray IV32 7QE
Orton
United Kingdom
IV32 7QE
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