VT Freedom UCITS OEIC - VT Freedom Long Term Balanced A GBP Acc

The fund aims to provide a return of 6.0% (after fees) over the long term (5 years) with an annualized volatility target of between 6% and 8.5%. It seeks to achieve this objective by investing in a mix of active and passive collective investment schemes, exchange traded funds, equities, fixed income, alternatives, and cash.

The fund will have exposure to a mix of asset classes including equities, fixed income, alternatives, and cash. It aims to maintain a balance between higher risk assets (such as equities) and lower risk assets (such as cash and fixed income). The fund may also invest in money market instruments, deposits, and hold derivatives for Efficient Portfolio Management purposes. There is no specific geographic, industry, or economic sector focus, allowing for flexibility in weightings as required.

Risks associated with the fund include market risk, credit risk, interest rate risk, and the potential for volatility in the portfolio. The use of derivatives for efficient portfolio management purposes also introduces additional risk. Investors should carefully consider these risks before investing in the fund.

https://www.valu-trac.com/administration-services/clients/freedom/long-term-balanced/