Fact sheet: VT Redlands Equity Portfolio

Fund information

Fund name
VT Redlands Equity Portfolio A GBP
Fund company manager
Valu-Trac Investment Managemen
Fund type
OEIC
Fund objective
The objective of the VT Redlands Fixed Income Portfolio is to provide capital growth. The Fund seeks to achieve its objective primarily by investing in collective investment vehicles (for example investment companies and exchange traded funds) which provide exposure to fixed income strategies and assets. The Fund may also invest in other collective investment schemes, transferable securities, bonds, money market instruments, deposits, cash and near cash. There is no particular emphasis on any geographical area or industry sector. The Sub-Fund may use derivatives only for efficient portfolio management purposes. It is not intended that the use of derivatives for efficient portfolio management purposes will increase the risk profile of the Sub-Fund.
Benchmark
-
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

-

1 Year rank in sector

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Sector

UT Global

Yield
-
Fund size

£ 111.7 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.39 %0 %0 %0 %0 %
Sector-1.02 %1.57 %14.36 %37.61 %74.56 %
Rank within sector178 / 264 / / / /
Quartile th3 rd th th th th

Calendar performance

YTD-20172016201520142013
Fund0 %0 %0 %0 %0 %
Sector7.83 %20.95 %3.38 %6.68 %19.7 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high101.7991
52 week low98.9207
Current bid price0
Current offer price0
Current mid price99.6292

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

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