VT RM Alternative Income Fund

Select share classes

VT RM Alternative Income Fund Class F GBP Income

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

£0.85308

arrow-up£0.002 (+0.23%)

Fund Code

VTRGI

BGV7KB2

GB00BGV7KB23

Prices updated as at 03 Apr 2025
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Prices in GBP
Investment objective
The investment objective of the Fund is to provide income whilst preserving capital over the medium to longer term (3-5 years). The Fund seeks to meet its objectives by investing primarily (70% +) in listed equities, whose primary activity or exposure is within the alternative income sector, which includes REITs and Investment Trusts which operate in areas such as Asset Lending, Direct Lending, Infrastructure Debt and Equity, Property, Structured Credit Investments and Renewables.
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 Flexible Allocation
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 20-6.80-7.91
31 Mar 20 - 31 Mar 2120.4721.53
31 Mar 21 - 31 Mar 2214.303.07
31 Mar 22 - 31 Mar 23-8.32-6.62
31 Mar 23 - 31 Mar 24-5.627.37
31 Mar 24 - 31 Mar 253.613.13

Trailing returns (%)

YearThis fundGBP Flexible Allocation
1 Day0.650.32
1 Month3.54-1.70
3 Months1.890.17
6 Months-5.06-0.25
1 Year4.283.49
3 Years annualised-3.481.25
5 Years annualised4.485.38
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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