Unlock stock picks and a broker-level newsfeed that powers Wall Street.

LSE - Delayed Quote GBP

VT AJ Bell Balanced Fund (0P00019YY3.L)

1.4992
+0.0056
+(0.37%)
At close: May 2 at 9:00:00 PM GMT+1

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Raymond James Investment Services Ltd
  • Quilter

Fund Summary

Fund Overview

Category --
Fund Family Valu-Trac Investment Management Limited
Net Assets 1.27B
YTD Return -0.79%
Yield 1.53%
Morningstar Rating
Inception Date Jan 02, 2024

Performance & Risk

YTD Return -0.80%
5y Average Return 6.78%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Related Tickers