VT Cantab Moderate A GBP Inc

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.15938

arrow-up£0.004 (+0.36%)

Fund Code

VTCMI

BG210F7

GB00BG210F70

Prices updated as at 02 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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Mar 14 - 31 Mar 15	-	-
31 Mar 15 - 31 Mar 16	-	-
31 Mar 16 - 31 Mar 17	-	-
31 Mar 17 - 31 Mar 18	-	-
31 Mar 18 - 31 Mar 19	-	-
31 Mar 19 - 31 Mar 20	-5.59	-8.04
31 Mar 20 - 31 Mar 21	26.16	26.61
31 Mar 21 - 31 Mar 22	1.20	5.02
31 Mar 22 - 31 Mar 23	-8.13	-4.73
31 Mar 23 - 31 Mar 24	4.52	10.39
31 Mar 24 - 31 Mar 25	5.28	3.05

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.36	0.60
1 Month	-1.45	-0.36
3 Months	-3.98	-4.63
6 Months	0.08	0.01
1 Year	5.07	4.18
3 Years annualised	0.56	3.56
5 Years annualised	3.34	6.49

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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VT Cantab Moderate Fund