VT Johnston Growth Portfolio A Accumulation

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

£1.25664

arrow-down£-0.005 (-0.42%)

Fund Code

VJMAA

BM95292

GB00BM952929

Prices updated as at 28 Jan 2025

Prices in GBP

Investment objective

The investment objective of the Fund is to achieve capital growth over the medium to long term (5 years and over) with the potential for also providing income. The Fund will typically invest around 80% (although this may fluctuate between 75% and 85% due to market movements) of its portfolio in a range of actively-managed OEICS, Unit Trusts, and other collective investment vehicles (including exchange-traded funds, and which may include funds managed and/or operated by the ACD or Investment Adviser) with the potential for some direct equity investment, together providing exposure to a globally-diversified range of equities. The funds held in this part of the Fund's portfolio will be managed by a carefully selected range of active fund managers.

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 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 19	-	-
31 Dec 19 - 31 Dec 20	-	-
31 Dec 20 - 31 Dec 21	7.44	11.14
31 Dec 21 - 31 Dec 22	-5.80	-10.08
31 Dec 22 - 31 Dec 23	6.97	8.37
31 Dec 23 - 31 Dec 24	7.86	9.00

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.42	0.09
1 Month	2.06	1.91
3 Months	3.28	3.04
6 Months	5.06	5.88
1 Year	11.01	12.11
3 Years annualised	5.53	4.66
5 Years annualised	-	-

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.