VT Tatton Blended Cautious A ACC

Ranked 57 out of 127 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to generate a combination of income and growth based return, with the aim of achieving above inflation investment total return (against CPI) over the longer term (5 to 7 years). The Fund will seek to achieve its investment objective by investing in a blend of actively managed and passive index tracking collective investment schemes. May also invest in individual stocks and bonds. The Fund will seek a mainly corporate and government bond based asset class exposure. The Fund may use derivatives for the purposes of efficient portfolio management.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.7%
2018 3.0% 0.5% -4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/01/2018
  • Share Class size17Mn
  • Base currencyGBX
  • ISIN GB00BFFXR968

Purchase Info

  • Min. initial investment3,000

Charges

  • Annual management0.30%
  • 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).