VT Momentum Diversified Balanced Fund A Acc header image

VT Momentum Diversified Balanced Fund A Acc

Fund

ISIN GB00B7W1TW44 / Valor null

NAV (2025-02-14)
GBP 1.61-0.02%

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.

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Source

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B7W1TW44-vt-momentum-diversified-balanced-a-acc/key-statistics

Tags:
multi asset balanced consumer prices index

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OTHER SHARE CLASSES OF THIS FUND

VT Momentum Diversified Balanced Fund I Inc
VT Momentum Diversified Balanced Fund I Inc VT Momentum Diversified Balanced Fund I Inc
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Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.00
VT Momentum Diversified Balanced Fund I Acc
VT Momentum Diversified Balanced Fund I Acc VT Momentum Diversified Balanced Fund I Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.02%GBP 1.08