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LSE - Delayed Quote GBP

VT AJ Bell Moderately Adventurous Fund (0P00019YY7.L)

1.6024
+0.0091
+(0.57%)
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 939.18M
YTD Return -0.95%
Yield 1.87%
Morningstar Rating
Inception Date Nov 01, 2024

Performance & Risk

YTD Return -0.89%
5y Average Return 8.52%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

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