VT Tatton Oak Capital Growth

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

347.561p

arrow-down-1.931p (-0.55%)

Fund Code

RICBA

B63B9K4

GB00B63B9K44

Prices updated as at 06 Mar 2025
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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.

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Dec 14 - 31 Dec 154.012.31
31 Dec 15 - 31 Dec 1614.0513.23
31 Dec 16 - 31 Dec 178.7110.00
31 Dec 17 - 31 Dec 18-8.04-6.37
31 Dec 18 - 31 Dec 1916.8415.67
31 Dec 19 - 31 Dec 203.355.25
31 Dec 20 - 31 Dec 2112.5111.14
31 Dec 21 - 31 Dec 22-7.45-10.08
31 Dec 22 - 31 Dec 2310.208.37
31 Dec 23 - 31 Dec 2412.559.00

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-1.00-0.67
1 Month-1.57-1.63
3 Months-0.77-0.93
6 Months5.673.55
1 Year10.127.64
3 Years annualised7.155.00
5 Years annualised7.035.47
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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