VT Blackfinch Funds ICVC - VT Blackfinch Cautious Portfolio Fund Class F GBP Accumulation

Category GBP Allocation 40-60% Equity


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

£1.17954

arrow-up£0.002 (+0.16%)

Fund Code

VBCFA

BKP3DX7

GB00BKP3DX73

Prices updated as at 15 Nov 2024
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Prices in GBP

Investment objective
The investment objective of the Fund is to achieve total returns comprised of income and capital growth equal to Consumer Price Index plus 2% over rolling five year periods (net of management fees and underlying fund charges). Capital is in fact at risk and there is no guarantee that a positive return will be achieved over a five year, or any, period. The Fund will seek to achieve its objective by investing at least 80% in a portfolio of collective investment vehicles (which may include those managed and/or operated by the ACD or Investment Manager) and bonds (which may be government or corporate bonds and vary in terms of credit ratings). Investment in collective investment vehicles will provide exposure to asset classes such as equities, bonds, cash, property and commodities.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskBelow Average
Morningstar rating
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Overall
Morningstar returnBelow Average
Morningstar riskBelow Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Oct 2024

1 year3 years
-1.24-2.48
0.940.82
-1.11-0.70
88.4478.85
1.33-0.47
5.296.89
1.833.35


Important Information

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