VT Sinfonia Balanced Managed Portfolio B Inc header image

VT Sinfonia Balanced Managed Portfolio B Inc

Fund

ISIN GB00B2R2YM23 / Valor 10038057

NAV (2025-12-12)
GBP 2.35+0.10%

VT Sinfonia Balanced Managed Portfolio B Inc
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The VT Sinfonia Balanced Managed Portfolio is designed to grow your investment over at least five years by combining both capital growth and income. It is actively managed, with over 70% of its assets invested in a variety of other funds that cover global markets and include higher-risk stocks as well as lower- and medium-risk assets like cash, bonds, and property. Additionally, up to 30% of the portfolio is directly invested in individual shares, bonds, money market instruments, and cash. This mix creates a balanced portfolio with a medium to high risk profile aimed at achieving steady growth and income.

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Tags:
global markets multi asset investment association mixed investment 40-85% shares

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OTHER SHARE CLASSES OF THIS FUND

VT Sinfonia Balanced Managed Portfolio A Acc
VT Sinfonia Balanced Managed Portfolio A Acc VT Sinfonia Balanced Managed Portfolio A Acc Valor: 2684628
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%GBP 2.82
VT Sinfonia Balanced Managed Portfolio B Acc
VT Sinfonia Balanced Managed Portfolio B Acc VT Sinfonia Balanced Managed Portfolio B Acc Valor: 10038050
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.10%GBP 2.49
VT Sinfonia Balanced Managed Portfolio D Inc
VT Sinfonia Balanced Managed Portfolio D Inc VT Sinfonia Balanced Managed Portfolio D Inc Valor: 10038091
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.00