VT Esprit FS ICVC - VT Esprit Tactical Alpha Plus Fund GBP Acc
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
133.952p
-0.023p (-0.02%)
Fund Code
VTTAA
BF0Q2W8
GB00BF0Q2W87
Prices updated as at 29 Nov 2024
Prices in GBX
Investment objective
The investment object of the Fund is to achieve a level of investment return (capital growth and reinvestable income) in excess of the benchmark (UK RTMA Risk 6 - Adventurous), 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
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Valu-Trac Investment Management Limited
Fund launch date
23 Jan 2018
Domicile
United Kingdom
UCITS
Yes
Fund manager
Charlie Lloyd
Manager start date
23 Jan 2018
Fund manager biography
Fund manager
Wayne Nutland
Manager start date
15 Jan 2024
Fund manager biography
Wayne graduated from the University of Warwick in 2000 with a first-class degree in History and has 23 years’ experience in the investment management industry. He spent 19 years at HSBC Asset Management initially as an equity analyst, later as a multi-asset Fund Manager and Head of UK Discretionary responsible for about £10bn of assets. Wayne subsequently spent 4 years at Premier Miton Investors as a Fund Manager and Head of Managed Index Solutions, joining Skerritts in 2024. Wayne holds the Chartered Financial Analyst designation (CFA) and the CFA UK Certificate in ESG Investing.
Head office
Orton Moray IV32 7QE
Orton
United Kingdom
IV32 7QE
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