VT Defensive Portfolio Overlay Fund C Acc
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
135.622p
-0.005p (+0.00%)
Fund Code
FPDOA
BYV0VM5
GB00BYV0VM50
Prices updated as at 18 Feb 2025
Prices in GBX
Investment objective
The objective of the Fund is to provide returns over a period of at least 5 years by a combination of capital growth and income generation. The Investment Manager will manage the portfolio in order to achieve its investment objective by investing at least 70% in collective investment schemes such as unit trusts, OEICs and other UCITS funds and closed ended schemes.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Valu-Trac Investment Management Limited
Fund launch date
07 Dec 2015
Domicile
United Kingdom
UCITS
Yes
Fund manager
Sam Leary
Manager start date
07 Dec 2015
Fund manager biography
Head office
Orton Moray IV32 7QE
Orton
United Kingdom
IV32 7QE
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