VT Chelsea Managed Balanced Growth A GBP Net Acc

Ranked 72 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to generate capital growth over the long term. The Fund is expected to follow a balanced strategy with investment primarily through collective investment schemes (including those managed or operated by the ACD) so as to provide a balance between exposure to asset classes which the ACD considers to lower risk (including cash, fixed income and assets following absolute return strategies) and those which it considers to be higher risk assets classes (typically equities).

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -3.0% -3.0% 4.2% 2.0% -5.9%
2017 0.6% 4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/06/2017
  • Share Class size20Mn
  • Base currencyGBP
  • ISIN GB00BF0NMX06

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment500

Charges

  • Annual management0.50%
  • Initial investment0.00%

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