VT Momentum Diversified Growth Fund A AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 3.2 | 12.9 | -9.7 | 6.0 | 7.1 |
![]() | +/-Cat | -3.7 | -0.7 | 0.1 | -3.4 | -0.6 |
![]() | +/-B’mrk | -2.8 | -3.4 | -3.9 | -6.4 | -3.3 |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBX 357.58 | |
Day Change | 0.55% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB0031467631 | |
Fund Size (Mil) 13/08/2024 | GBP 116.79 | |
Share Class Size (Mil) 13/08/2024 | GBP 33.64 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 29/12/2023 | 1.72% |
Investment Objective: VT Momentum Diversified Growth Fund A Accumulation |
The fund aims to achieve capital growth over the long term (5 years) by investing in a balanced and well diversified portfolio of UK and International equities which the Investment Manager expects to grow in value as well as some fixed interest securities including government and corporate bonds. Investments will also be made in regulated collective investment schemes (which may include funds managed and/or operated by the ACD or Investment Manager), money markets and cash deposits to provide further diversification to the fund in accordance with applicable regulations. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Mark Wright 12/07/2011 | ||
Tom Delic 24/02/2016 | ||
Inception Date 08/04/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for VT Momentum Diversified Growth Fund A Accumulation | 31/07/2024 |
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