VT Momentum Diversified Balanced Fund A Acc
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General Objective
The Fund aims to achieve total returns of the Consumer Prices Index + 4% over the medium to long-term, with capital growth and income included. However, there is no guarantee of positive returns over any period.
Fund Exposure
The Fund may gain exposure to a broad range of asset classes, including global equities, UK equities, corporate and government bonds, money market instruments, cash, and near cash. The risk profile is balanced with 40-60% exposure to equities, and there is no specific geographic, industry, or economic sector focus.
Risks
Capital is at risk when investing in the Fund, and there is no guarantee of achieving positive returns. The Fund may use derivatives or forward transactions for efficient portfolio management, which introduces additional risks.