VT Blackwood Prime B GBP Inc Unhedged

The fund aims to provide a total return through a combination of capital growth and income over the long term (5 years +), with capital being at risk and no guarantee of positive returns.

The fund primarily invests in a diversified portfolio consisting mainly of equities, with expected exposure to equities ranging from 40-85%. It may also invest in other collective investment vehicles providing exposure to assets including fixed income, money market instruments, cash, infrastructure/property, and alternatives such as commodities.

Investors should be aware that the fund is actively managed and may use derivatives for efficient portfolio management and hedging purposes. There is no particular industry or economic sector focus, and weightings in these areas may vary as required. Additionally, capital is at risk and there is no guarantee of achieving positive returns over any period.

https://www.valu-trac.com/administration-services/clients/sorbus/blackwood-prime/