VT Tatton Oak Cautious Growth B Acc

Ranked 183 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The fund aims to achieve capital growth over the medium to longer term, which is in excess of normal cash deposit savings rates.

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 -5.2% -4.2% 3.2% 0.7% -4.8%
2017 5.7% 2.6% 0.9% -0.4% 2.5%
2016 12.7% 1.2% 3.5% 6.4% 1.2%
2015 2.4% 5.2% -1.7% -3.9% 3.0%
2014 4.1% 0.6% 0.3% 0.8% 2.3%
2013 10.7% 5.5% -0.6% 2.2% 3.3%
2012 9.1% 4.3% -1.3% 3.4% 2.4%
2011 -2.0% 1.4% 0.9% -6.7% 2.6%
2010 11.8% 5.8% -4.5% 6.5% 3.9%
2009 6.4% 12.8% 1.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Dimensional Global Ultra Short Fixed Inc GBP Acc 11.92%
No name available 11.02%
Vanguard UK Investment Grade Bond Index Acc GBP 10.73%
Vanguard Global Bond Index GBP Hdg Acc 8.50%
Vanguard UK Government Bond Index Acc 8.48%
Vanguard FTSE Dvlpd Europe ex-UK Eq Index GBP Inc 8.34%
Vanguard US Equity Index GBP Acc 8.15%
Cash and Cash Equivalents 7.36%
BCIF Overseas Corporate Bond Tracker D Acc 5.63%
Vanguard Japan Stock Index Acc GBP 4.92%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/03/2009
  • Share Class size53Mn
  • Base currencyGBX
  • ISIN GB00B63B9M67

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment100

Charges

  • Annual management0.75%
  • Initial investment0.75%

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