VT AJ Bell Balanced Fund Class I Income header image

VT AJ Bell Balanced Fund Class I Income

Fund

ISIN GB00BYW8RW05 / Valor null

NAV (2025-11-18)
GBP 1.10-0.86%

VT AJ Bell Balanced Fund Class I Income
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The VT AJ Bell Balanced Fd aims for long-term growth by combining safer investments like cash, bonds, and property-related funds with higher-risk stocks. It primarily invests over 80% in index-tracking funds, including a variety of collective investment schemes, equities, bonds, and transferable securities. Additionally, the fund holds money market instruments and may include exposure to emerging markets. The portfolio is diversified across different asset types without focusing on any specific geographic area, industry, or sector.

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Tags:
capital growth balanced fund

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OTHER SHARE CLASSES OF THIS FUND

Vt Aj Bell Balanced A Accumulation
Vt Aj Bell Balanced A Accumulation Vt Aj Bell Balanced A Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.86%GBP 1.21
VT AJ Bell Balanced Fund Class I Accumulation
VT AJ Bell Balanced Fund Class I Accumulation VT AJ Bell Balanced Fund Class I Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.86%GBP 1.68