Stuttgart - Delayed Quote GBp

VT Sinfonia Income Portfolio B Acc (0P0000J17O.L)

153.29
+1.04
+(0.68%)
As of October 18 at 10:00:00 PM GMT+2. Market Open.

Fund Summary

null

VT Sinfonia Income Portfolio B Acc

NULL
Paradigm House, Brooke Court
02071391470

Fund Overview

Category --
Fund Family Tatton Investment Management Limited
Net Assets --
YTD Return 2.98%
Yield 2.43%
Morningstar Rating
Inception Date Jun 13, 2008

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 55.68%
Average for Category --

Fees & Expenses

Expense 0P0000J17O.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Håvard Tveit is a Senior Portfolio Manager within FundQuest, joining from the Fortis Multi-Management team. His main responsibility is managing fixed income and equity fund of fund portfolios. Prior to his current role, Håvard spent 3 years at HSBC Investments managing a range of global and UK bond funds as well as specialist equity sector funds for their Multi-Management unit. Håvard has a wealth of funds experience, having previously worked at JP Morgan Private Bank, Skandia Investment Research and Templeton Investments. At JP Morgan he was responsible for a combination of fixed income manager analysis for the bank’s private banking business, as well as managing a suite of balanced, equity and fund of hedge funds. Håvard graduated from University of Strathclyde and is a CFA charter holder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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