VT AJ Bell Global Growth

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

VT AJ Bell Global Growth Fund Class I Accumulation

Category Global Large-Cap Blend Equity

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

161.405p

arrow-down-0.032p (-0.02%)

Fund Code

VTGIA

BD833W4

GB00BD833W40

Prices updated as at 27 Feb 2025
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Prices in GBX

Investment objective
The investment objective of the fund is to achieve long term capital growth with a focus on having exposure (often indirect) to global equities, including higher risk equities such as emerging markets, small cap and technology, with minimal holdings or exposure to defensive assets such as cash, fixed interest securities, money-market funds and collective investment schemes following alternative strategies such as property and commodities. This is to keep the Fund within a predetermined risk profile. The Fund will seek to achieve its objective (and so provide exposure to the asset classes noted in the objective) by investing predominantly (80%+), in index-tracking investments or strategies and which typically consist of collective investment schemes (including those managed or operated by the ACD) as well as equities, bonds and transferable securities.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearBelow AverageBelow Average
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5 - yearBelow AverageBelow Average
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OverallBelow AverageBelow Average
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Jan 2025

Ratios1 year3 years5 years
4.72-1.75-1.62
0.310.690.82
-0.98-0.68-0.62
21.0567.3579.45
1.760.370.57
5.589.0711.66
7.486.115.75


Important Information

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