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VT Momentum Diversified Moderate

The Sub-fund aims to achieve total returns (comprised of capital growth and income) of the Consumer Prices Index + 5% (net of management fees and underlying fund charges) over the medium to long-term (3-5 years). Capital is in fact at risk and there is no guarantee that a positive return will be achieved over a five year, or any, period.

The Sub-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 by investing at least 50% in a globally diverse mix of collective investment vehicles (including investment trusts) (which may include those managed and/or operated by the ACD or Investment Manager).

The risk profile of the Sub-fund is moderately aggressive with between 50% and 80% exposure to equities.

The Sub-fund may also invest in cash, near cash, deposits, money market instruments and money market funds.

The Sub-fund may use derivatives or forward transactions only for the purpose of efficient portfolio management.

Further information can be found at momentum.com.

 

Prospectus

Key Investor Information Class A
(please click on the relevant share class on the right) Class I

Application Form

 

The latest net asset value per share is as follows:

Accumulation (Class A) 154p
 
 
Net Asset Value as at 12:00 on 6th December 2022.

 

Past performance is not necessarily an indication of future results

 
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