VT Cautious Portfolio Overlay Fund C Acc

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

152.497p

arrow-up0.286p (+0.19%)

Fund Code

FPCOA

BYV0VN6

GB00BYV0VN67

Prices updated as at 25 Apr 2025

Prices in GBX

Investment objective

The objective of the Fund is to maximise potential total return (i.e. capital and income growth). The Investment Manager will manage the portfolio in order to achieve its investment objective by investing in collective investment schemes such as unit trusts, OEICs and other UCITS funds and closed ended schemes. The Fund may also invest in individual stocks, bonds, and derivatives if considered appropriate to meet the investment objective.

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.

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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