VT Tatton Oak ICVC - VT Tatton Blended Defensive Fund Retail Accumulation header image

VT Tatton Oak ICVC - VT Tatton Blended Defensive Fund Retail Accumulation

Fund

ISIN GB00BL3NDV46 / Valor null

NAV (2025-04-17)
GBP 1.05+0.07%

VT Tatton Oak ICVC - VT Tatton Blended Defensive Fund Retail Accumulation
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General Objective

The objective of the Fund is to maximize potential total return, focusing on capital and income growth over the long term.

Fund Exposure

The Fund is exposed to a diverse portfolio of assets, with a balance between passive and active strategies. It invests in collective investment schemes, individual stocks, bonds, and derivatives to achieve its objective. The Fund seeks exposure to a mix of assets including bonds, equities, commodities, property, private equity, and other instruments.

Risks

Some of the risks associated with this Fund include market risk, currency risk (due to investments in foreign-denominated assets), and the potential impact of economic and market conditions on the tactical adjustment of equity exposure. Additionally, the use of derivatives for efficient portfolio management may introduce additional risks.

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Source

https://tattoninvestments.com/wp-content/uploads/2022/09/VT_Blended_Defensive.pdf

Tags:
bonds multi asset

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OTHER SHARE CLASSES OF THIS FUND

VT Tatton Oak ICVC - VT Tatton Blended Defensive Fund Retail Income
VT Tatton Oak ICVC - VT Tatton Blended Defensive Fund Retail Income VT Tatton Oak ICVC - VT Tatton Blended Defensive Fund Retail Income
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Annual Return

-50%0%+50%

Risk level

110
0.07%GBP 0.94