VT Esprit Tactical Balanced

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

VT Esprit FS ICVC - VT Esprit Tactical Balanced Fund GBP Acc

Category GBP Allocation 40-60% Equity


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

123.317p

arrow-up0.035p (+0.03%)

Fund Code

VTTCA

BF0Q2T5

GB00BF0Q2T58

Prices updated as at 10 Oct 2024
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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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

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

Risk measures as of 30 Sep 2024

1 year3 years
0.56-1.98
0.820.84
-0.37-0.57
86.9377.77
1.27-0.29
5.217.15
2.163.49


Important Information

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