VT Cautious Portfolio Overlay Fund C Acc

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

156.959p

arrow-up0.098p (+0.06%)

Fund Code

FPCOA

BYV0VN6

GB00BYV0VN67

Prices updated as at 29 Nov 2024
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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.

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
30 Sep 13 - 30 Sep 14--
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 174.636.53
30 Sep 17 - 30 Sep 183.792.76
30 Sep 18 - 30 Sep 194.813.88
30 Sep 19 - 30 Sep 20-0.06-0.82
30 Sep 20 - 30 Sep 2113.4712.48
30 Sep 21 - 30 Sep 22-8.42-11.22
30 Sep 22 - 30 Sep 232.354.58
30 Sep 23 - 30 Sep 2412.5112.91

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.060.09
1 Month2.231.29
3 Months3.292.08
6 Months5.224.70
1 Year13.1012.18
3 Years annualised2.201.66
5 Years annualised4.023.33
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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