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The investment objective of the VT Blackwood Prime is to provide a total return through a combination of capital growth and income over the long term (5 years +). Capital is in fact at risk and there is no guarantee that a positive return will be achieved over a 5 year, or any, period.
The Fund will seek to achieve its objective by investing directly and indirectly (via collective investment schemes) in a diversified portfolio consisting mainly of equities. It is expected that the exposure to equities will be approximately 40-85%.
The Fund may also invest in other OEICS, Unit Trusts, other collective investment vehicles (including REITS and funds managed and/or operated by the ACD and/or Investment Manager (and including other sub-funds of the Company)) providing exposure to assets including fixed income, money market instruments, cash, infrastructure/property and alternatives such as commodities as permitted by the rules.
The Fund may also invest directly in fixed income, money market instruments, deposits, cash and near cash.
The Fund will not have any particular industry or economic sector focus and as such weightings in these may vary as required.
Derivatives and forward transactions may be held for efficient portfolio management purposes.
Blackwood Asset Management is a trading name of Sorbus Partners LLP. For more information please visit blackwood-am.com.
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Prospectus
Application Form
The latest net asset value per share is as follows:
| A (Income) |
98p |
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| Net Asset Value as at 12:00 on 9th June 2023. |
Past performance is not necessarily an indication of future results
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