VT Asset Intelligence Defensive Fund Class R GBP Acc

The fund aims to deliver total returns (comprised of income and capital growth) over the long term (7 years) by investing predominantly in a range of collective investment vehicles providing exposure to a variety of asset classes, primarily bonds and other debt securities, as well as equities.

The fund is characterized by its exposure to a variety of asset classes, with at least 70% invested in bonds and other debt securities issued by governments and companies. Additionally, the fund may also invest directly in equities, debt securities, money market instruments, deposits, cash, and near cash. There is no particular geographic, industry, or economic sector focus, and weightings in these areas may vary as required. The fund may also have exposure to emerging markets.

Investors should be aware that capital is at risk and there is no guarantee that a positive return will be achieved over a seven-year, or any, period. The fund may invest in non-investment grade or unrated debt securities, which can carry higher risks. Additionally, exposure to emerging markets may offer higher potential returns but also come with higher risks compared to developed market countries. The fund is actively managed and may use derivatives for efficient portfolio management purposes.

https://www.valu-trac.com/administration-services/clients/asset-intelligence/defensive/