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LSE - Delayed Quote GBP

VT AJ Bell Cautious Fund (0P00019YY5.L)

1.2093
+0.0017
+(0.14%)
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 110.35M
YTD Return -0.63%
Yield 1.63%
Morningstar Rating
Inception Date Nov 01, 2024

Performance & Risk

YTD Return -0.24%
5y Average Return 2.70%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.64
Morningstar Risk Rating

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