VT Tatton Blended Balanced

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

VT Tatton Oak ICVC - VT Tatton Blended Balanced Fund A Acc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

140.868p

arrow-down-0.268p (-0.19%)

Fund Code

TOBAA

BFFXRF2

GB00BFFXRF21

Prices updated as at 31 Mar 2025
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Prices in GBX
Investment objective
The objective of the Fund is to maximise potential total return (i.e. capital and income growth). The Investment Manager will manage the portfolio in order to achieve its investment objective by investing in collective investment schemes such as unit trusts, OEICs and other UCITS funds and closed ended schemes. The Fund may also invest in individual stocks, bonds and deriviatives if considered appropriate to meet the investment objective.
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.

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Dec 14 - 31 Dec 15--
31 Dec 15 - 31 Dec 16--
31 Dec 16 - 31 Dec 17--
31 Dec 17 - 31 Dec 18--
31 Dec 18 - 31 Dec 1914.4815.67
31 Dec 19 - 31 Dec 204.635.25
31 Dec 20 - 31 Dec 2110.4711.14
31 Dec 21 - 31 Dec 22-7.65-10.08
31 Dec 22 - 31 Dec 238.848.37
31 Dec 23 - 31 Dec 249.889.00

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-0.19-0.96
1 Month-2.53-3.28
3 Months-0.42-1.23
6 Months1.48-0.13
1 Year5.093.20
3 Years annualised4.152.90
5 Years annualised8.427.76
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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