VT Cantab Moderate Fund

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VT Cantab Moderate A GBP Inc

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

£1.17698

arrow-up£0.006 (+0.55%)

Fund Code

VTCMI

BG210F7

GB00BG210F70

Prices updated as at 12 May 2025
|
Prices in GBP
Investment objective
The investment objective of the Fund is to provide income and capital growth over the medium term (3 -5 years). The Fund aims to achieve its objective by investing at least 80% in collective investment funds (which may include those managed and/or operated by the ACD) which provide exposure to a diversified portfolio of investments, including equities, bonds and alternative assets (such as commodities, property and infrastructure). It is expected that the exposure to equities will typically be between 40% and 75%.
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.
Company name
Valu-Trac Investment Management Limited
Fund launch date
11 Jul 2018
Domicile
United Kingdom
UCITS
Yes
Fund manager
David Saunderson
Manager start date
01 Sep 2018
Fund manager biography
David read engineering at Downing College, Cambridge and then qualified as a Chartered Accountant with Price Waterhouse
Fund manager
Jeremy Davis
Manager start date
01 Sep 2018
Fund manager biography
Jeremy is a Chartered Wealth Manager. He read Natural Sciences at Magdalene College, Cambridge and holds a Ph.D in Genetics and Plant Breeding.
Head office
Orton Moray IV32 7QE
Orton
United Kingdom
IV32 7QE
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