VT Balanced Portfolio Overlay Fund C Acc

Category GBP Allocation 60-80% Equity


star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

172.761p

arrow-down-1.833p (-1.05%)

Fund Code

FPBOA

BYV0VP8

GB00BYV0VP81

Prices updated as at 20 Dec 2024
|
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 60-80% Equity
30 Sep 13 - 30 Sep 14--
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 177.589.07
30 Sep 17 - 30 Sep 185.685.10
30 Sep 18 - 30 Sep 193.393.86
30 Sep 19 - 30 Sep 20-1.27-0.10
30 Sep 20 - 30 Sep 2117.2516.49
30 Sep 21 - 30 Sep 22-6.02-10.24
30 Sep 22 - 30 Sep 233.125.13
30 Sep 23 - 30 Sep 2413.7814.19

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-1.05-0.43
1 Month-0.08-0.40
3 Months1.560.63
6 Months3.392.05
1 Year9.748.76
3 Years annualised3.082.26
5 Years annualised4.924.30
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.
© Copyright 2024 Morningstar. All rights reserved.