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

159.173p

arrow-down-0.139p (-0.09%)

Fund Code

FPCOA

BYV0VN6

GB00BYV0VN67

Prices updated as at 20 Feb 2025
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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
31 Dec 14 - 31 Dec 15--
31 Dec 15 - 31 Dec 1612.8210.58
31 Dec 16 - 31 Dec 176.147.45
31 Dec 17 - 31 Dec 18-4.48-5.48
31 Dec 18 - 31 Dec 1912.1112.41
31 Dec 19 - 31 Dec 205.664.08
31 Dec 20 - 31 Dec 218.068.07
31 Dec 21 - 31 Dec 22-8.77-10.46
31 Dec 22 - 31 Dec 236.827.53
31 Dec 23 - 31 Dec 247.196.74

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.00-0.08
1 Month1.261.35
3 Months3.052.93
6 Months4.843.84
1 Year9.409.38
3 Years annualised3.463.12
5 Years annualised3.923.12
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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