VT Esprit FS ICVC - VT Esprit Tactical Balanced Fund GBP Acc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
123.88p
0.345p (+0.28%)
Fund Code
VTTCA
BF0Q2T5
GB00BF0Q2T58
Prices updated as at 27 Dec 2024
Prices in GBX
Investment objective
The investment objective of the Fund is to achieve a level of investment return (capital growth and reinvestable income) in excess of the benchmark (UK RTMA Risk 4 - Balanced), net of fees over the longer term (5 years+). The Fund will be actively managed to achieve its stated investment objective by investing in a globally diversified portfolio. The portfolio will consist primarily (70% or above) of a range of OEICS, Unit Trusts, other collective investment vehicles (providing exposure to asset classes including equities, fixed income, money market instruments, cash, property and commodities (through exchange traded vehicles)) and where appropriate may invest directly in equities, fixed income stocks, money market instruments and cash.
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
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- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management