VT Momentum Diversified Income Fund B Income

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

103.03p

arrow-down-0.551p (-0.53%)

Fund Code

SEDBI

B7JTF56

GB00B7JTF560

Prices updated as at 19 Dec 2024

Prices in GBX

Investment objective

The fund aims to provide income over the medium to long term (3-5 years) by investing in a balanced and well diversified portfolio of UK and International equities which the Investment Manager expects to be able to generate income (i.e. dividends) as well as some fixed interest securities including government and corporate bonds. Investments will also be made in regulated collective investment schemes (which may include funds managed and/or operated by the ACD or Investment Manager), money markets and cash deposits to provide further diversification to the fund in accordance with applicable regulations.

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.

Company name

Valu-Trac Investment Management Limited

Fund launch date

08 Apr 2002

Domicile

United Kingdom

UCITS

Yes

Lead manager

Tom Delic

Lead manager start date

31 Dec 2017

Lead fund manager biography

Tom is responsible for overseas equity, sector and thematic research across the Seneca IM mandates. He has worked in the investment industry since 2009 after graduating from the University of Liverpool with a first class degree in Mathematics with Finance. After beginning his career as an investment analyst for Royal Liver Asset Managers, he later joined Seneca IM in October 2011. He has been the assistant fund manager on the CF Seneca Diversified Growth Fund since February 2016.

Fund manager

Richard Parfect

Manager start date

01 Jul 2010

Fund manager biography

Richard commenced his investment career with Rathbone Neilson Cobbold in 1996 in the UK equity research department. On attaining his Securities Institute Diploma, he moved into institutional fund management with the Merseyside Pension Fund (MPF), focussing primarily on equities. In 2002 Richard was one of the founding members of Seneca Investment Managers Limited (originally Midas Capital Partners Limited). On 1 July 2010 he was appointed Co-Fund Manager of the CF Seneca Diversified Income Fund. Richard is a Fellow of the Chartered Institute for Securities & Investments.

Head office

Orton Moray IV32 7QE

Orton

United Kingdom

IV32 7QE

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