LSE - Delayed Quote GBp

VT Garraway Multi Asset Diversified Fund A Inc (0P0000ZWHG.L)

94.49 -0.53 (-0.56%)
At close: February 26 at 8:00 PM GMT

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

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