VT AJ Bell Moderately Adventurous Fund Class I Accumulation
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, Pension and Investment Account
Last buy/sell price
161.337p
-0.096p (-0.06%)
Fund Code
VTMIA
BYW8VL7
GB00BYW8VL77
Prices updated as at 09 May 2025
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Prices in GBX
Investment objective
The investment objective of the fund is to achieve long-term capital growth with a preference towards higher risk assets such as equities and less emphasis on lower risk assets such as cash and fixed income. This is to keep the Fund within a pre-determined risk profile. Capital is in fact at risk and there is no guarantee that capital growth will be achieved over a 5 year, or any period. The Fund will seek to achieve its objective (and so provide exposure to the asset classes noted in the objective) by investing predominantly (80% +), in index-tracking investments or strategies (those instruments and/or investment strategies that aim to track the performance of various financial indices) and which typically consist of collective investment schemes (including those managed or operated by the ACD) as well as equities, bonds and transferable securities.
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the Key Information Document/Technical Guide
and the fund information documents. Go to Charges & documents.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Management
Company name
Valu-Trac Investment Management Limited
Fund launch date
18 Apr 2017
Domicile
United Kingdom
UCITS
Yes
Fund manager
James Flintfoft
Manager start date
31 Jan 2023
Fund manager biography
Head office
Orton Moray IV32 7QE
Orton
United Kingdom
IV32 7QE
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