VT Garraway Multi Asset Diversified Fund A Inc (0P0000ZWHG.L)
Investment Information
- Min Initial Investment
- 10,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 100
- Min Subsequent Investment
- 1,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Old Mutual Wealth
- Nucleus Financial Group PLC
- Skandia Investment Solutions
- AXA Elevate (Explicit)
- Aviva
- Amber
Fund Summary
The investment objective is to achieve consistent long term returns from both capital and income by investing across a diversified global portfolio of assets.The Investment Manager uses a global asset allocation framework to invest across a diversified range of asset classes, geographies, sectors and investment styles. The portfolio invests in a combination of specialist funds, ETFs, listed investment vehicles, individual securities and cash, and uses derivatives for hedging and investment purposes to both reduce market risk and enhance returns. As a consequence, the portfolio exhibits low correlation to traditional asset classes. Positions are generally held with a three to five year time horizon. However, the management of the portfolio is active and the investment strategy is liquid and dynamic in order to adapt to changing market conditions.
Fund Overview
Category | GBP Allocation 20-40% Equity |
Fund Family | Valu-Trac Investment Management Limited |
Net Assets | 5.54M |
YTD Return | 1.02% |
Yield | 5.87% |
Morningstar Rating | |
Inception Date | Nov 08, 2013 |
Performance & Risk
YTD Return | -- |
5y Average Return | -- |
Rank in Category (ytd) | 2 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 2.03 |
Morningstar Risk Rating |