VT Greystone Conservative Managed Fund R Acc
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
139.25p
0.341p (+0.25%)
Fund Code
GRCMA
B8FBGX8
GB00B8FBGX88
Prices updated as at 09 May 2025
|
Prices in GBX
Investment objective
The investment objective of the Company is to achieve capital growth over the medium term (3 years). The Company will seek to achieve its objective by utilising a conservative approach to investment through investing at least 70% in a range of collective investment vehicles (including exchange traded funds, investment trusts and funds managed and/or operated by the ACD or Investment Manager) providing exposure (indirectly) to asset classes including fixed interest investments, equities, and alternative assets such as absolute return strategies, commodities and property.
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
03 Dec 2012
Domicile
United Kingdom
UCITS
Yes
Lead manager
James Menzies
Lead manager start date
02 Jan 2014
Lead fund manager biography
James Menzies joined Greystone in December 2001 and became Investment Director in 2005. He leads the Greystone investment team and helped develop our fund of fund proposition. James contributes on asset allocation, fund selection and risk management at our fortnightly investment committee meetings. He is responsible for oversight of our investment philosophy, process and fund performance. James has grown the investment team over time and works closely with a group of talented analysts. He mentors university placement students through our yearlong intern programme, and has done so for over a decade. In recent years, he has been involved with the summer internship scheme for local sixth form pupils, offering work experience within our fund management team. James holds a BA (Hons) in International Relations from Nottingham Trent University and an MA in Finance and Investment from the University of Exeter. He is an associate member of CFA UK (formerly the UK Society of Investment Professionals) and holds professional qualifications in portfolio management, derivatives and investment analysis. James is a chartered fellow of the Chartered Institute of Securities and Investment and a Chartered Wealth Manager. He brings 19 years of experience to the role.
Head office
Orton Moray IV32 7QE
Orton
United Kingdom
IV32 7QE
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