VT Garraway Multi Asset Diversified Fund A Inc (0P0000ZWHG.L)
- Previous Close
95.02 - YTD Return 1.02%
- Expense Ratio 0.00%
- Category GBP Allocation 20-40% Equity
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 5.54M
- Beta (5Y Monthly) 2.03
- Yield 5.87%
- 5y Average Return --
- Holdings Turnover --
- Last Dividend 0.00
- Inception Date Nov 8, 2013
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.
Valu-Trac Investment Management Limited
Fund Family
GBP Allocation 20-40% Equity
Fund Category
5.54M
Net Assets
2013-11-08
Inception Date
Performance Overview: 0P0000ZWHG.L
View MoreTrailing returns as of 2/26/2021. Category is GBP Allocation 20-40% Equity.