VT Freedom UCITS OEIC - VT Freedom Balanced B GBP Acc header image

VT Freedom UCITS OEIC - VT Freedom Balanced B GBP Acc

Fund

ISIN GB00BLNPHQ30 / Valor null

NAV (2025-03-07)
GBP 1.13-0.12%

VT Freedom UCITS OEIC - VT Freedom Balanced B GBP Acc
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VT Freedom Balanced aims to deliver returns above the Consumer Prices Index over three years by investing at least 80% in a variety of collective investment funds, with more than half of this allocation directed towards higher-risk assets such as equities and commodities. The fund also holds investments directly in stocks, bonds, and cash equivalents to create a balanced portfolio. This diversified approach ensures broad exposure across different asset classes while targeting an overall volatility of 8%, without focusing on specific geographic regions, industries, or sectors.

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Tags:
diversified portfolio consumer prices index higher risk assets

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OTHER SHARE CLASSES OF THIS FUND

VT Freedom UCITS OEIC - VT Freedom Balanced A GBP Acc
VT Freedom UCITS OEIC - VT Freedom Balanced A GBP Acc VT Freedom UCITS OEIC - VT Freedom Balanced A GBP Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.01%GBP 1.38