Pending the result of the EGM on 25 September 2026, the VT Redlands Multi-Asset Portfolio will be undergoing several changes. For more information, please see the Investor Circular.
The objective of the VT Redlands Equity Portfolio is to provide capital growth over the long term (5 years).
The Fund seeks to achieve its objective by investing primarily (at least 70%) in collective investment vehicles (including for example collective investment schemes, exchange traded funds and investment trusts) which provide exposure to listed equity securities across developed and emerging markets (that is those markets whose economies are in an emerging growth phase and offer high potential return with higher risks than developed market countries). The Fund may also invest directly in other collective investment schemes (including those which are managed or advised by the ACD or Manager), transferable securities, money market instruments, deposits, cash and near cash.
The Fund may use derivatives for efficient portfolio management purposes.
There is no particular emphasis on any geographical area or industry or economic sector.
Assessment of value statements are published annually for this fund - These reports are useful to give an overview of how the Fund has performed in comparison to industry comparators.
Valu-Trac Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FCA). Registration Number 145168. Registered in England Number 2428648.
