VT Aggressive Portfolio Overlay C

Ranked 182 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Samuel Leary

Objective

The investment objective of the Fund is to generate capital growth over the longer term (8 to 10 years). Capital invested in the Fund is at risk and there is no guarantee that the investment objective will be met over the 8 to 10 year investment period or in respect of any other period.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 182/262 Total Return
  • Rank 236/262 Standard Deviation
  • Rank 244/262 Max Drawdown
Fund Name Currency Loss
242 Baillie Gifford Managed B Inc GBP

-11.7%

243 The Navajo Acc GBP

-11.7%

244 VT Aggressive Portfolio Overlay C GBP

-11.9%

245 Jupiter Distribution and Growth GBP

-11.9%

246 S&W Forest Acc GBP

-12.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.3%
2018 -8.5% -4.3% 6.4% 1.6% -11.5%
2017 14.9% 5.8% 1.8% 1.5% 5.2%
2016 17.9% -1.3% 2.3% 12.3% 3.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Merian North American Equity U2 GBP Acc 12.00%
Invesco UK Enhanced Index (UK) NT Acc 9.99%
Merian UK Alpha U2 GBP Accu 9.15%
Schroder Tokyo Z Acc 6.92%
AXA Framlington UK Mid Cap ZI Acc 6.11%
Schroder Recovery Z Acc 5.98%
JPM Europe Dynamic ex-UK C Acc 5.02%
Vanguard US Equity Index GBP Acc 5.01%
Vanguard Emerging Markets Stock Index Acc 4.94%
Dimensional UK Value Acc 4.03%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/12/2015
  • Share Class size84Mn
  • Base currencyGBX
  • ISIN GB00BYV0VR06

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).