VT Tatton Passive Growth Fund I GBP Accumulation header image

VT Tatton Passive Growth Fund I GBP Accumulation

Fund

ISIN GB00BLB17K70 / Valor null

NAV (2024-10-22)
GBP 1.03-0.20%

VT Tatton Passive Growth Fund I GBP Accumulation
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General Objective

The objective of the Fund is to provide returns over a period of at least 7 years by a combination of capital growth and income generation.

Fund Exposure

The Fund will seek to achieve its investment objective by investing more than 75% of its assets in passive funds that track an index, money market funds, or cash. Over periods of at least 7 years, in normal market conditions, it is expected that the proportion of the Fund exposed to shares (directly and indirectly) will typically be 75%.

Risks

One measure of risk is the proportion invested in the riskiest assets, such as shares in companies. The Fund may temporarily depart from its investment policy in response to extraordinary market, political, or similar conditions, with the aim of avoiding losses.

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Source

https://tattoninvestments.com/wp-content/uploads/2024/04/VT-Tatton-Passive-Growth-Fund-Application-Form.pdf

Tags:
capital growth income generation

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