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 (2025-11-21)
GBP 1.14+0.23%

VT Tatton Oak ICVC - VT Tatton Blended Defensive Fund Retail Accumulation
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The VT Tatton Blended Defensive Fund focuses on achieving both capital and income growth by maintaining a diverse portfolio primarily composed of bonds, which form the majority of its investments. Approximately 25% of the fund is allocated to equities, with the ability to adjust this proportion based on economic and market conditions. In addition to bonds and stocks, the fund invests in a variety of collective investment schemes such as unit trusts and OEICs, as well as individual stocks, commodities, property, private equity, and derivatives. This balanced mix of passive and active strategies ensures a well-rounded approach to managing risk and maximizing potential returns.

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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
0.23%GBP 1.00