VT AJ Bell Moderately Adventurous Fund

Select share classes
There is only one type of share class for this fund.

VT AJ Bell Moderately Adventurous Fund Class I Accumulation

Category GBP Allocation 60-80% Equity

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

161.337p

arrow-down-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.

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 196.973.97
31 Mar 19 - 31 Mar 20-6.29-8.04
31 Mar 20 - 31 Mar 2126.2826.61
31 Mar 21 - 31 Mar 229.355.02
31 Mar 22 - 31 Mar 23-0.91-4.73
31 Mar 23 - 31 Mar 2411.0810.39
31 Mar 24 - 31 Mar 253.593.05

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-0.060.10
1 Month8.357.48
3 Months-3.81-4.11
6 Months0.20-0.21
1 Year2.642.84
3 Years annualised6.094.72
5 Years annualised8.276.60
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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