Fact sheet: VT Woodhill Inv Absolute Rtn

Fund information

Fund name
VT Woodhill Investment Absolute Return Inc
Fund company manager
Valu-Trac Investment Managemen
Fund type
OIC
Fund objective
The investment objective of the VT Woodhill Foundation Absolute Return Fund is to provide a positive capital return over a 12 month period, regardless of market conditions, with a lower level of volatility returns than the UK equity markets on average. Capital is at risk and there is no guarantee that a positive return will be achieved over a 12 month, or any, period.
Benchmark
-
Investment style
Absolute Return
Investment method
Shares

Quick stats

1 Year return

2.89 %

1 Year rank in sector

47/71

Sector

UT Targeted Absolute Return

Yield
-
Fund size
-
FE Risk score

44

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.02 %3.73 %2.89 %-5.02 %0 %
Sector0.4 %2.49 %5.07 %7.68 %18.8 %
Rank within sector61 / 7822 / 7747 / 7153 / 57 /
Quartile th4 th2 nd3 rd4 th th

Calendar performance

YTD-20172016201520142013
Fund3.67 %-8.73 %-6.05 %0 %0 %
Sector2.23 %0.97 %2.2 %2.51 %6.51 %
Rank within sector23 / 7766 / 7063 / 64 / /
Quartile th2 nd4 th4 th th th

Price movement

52 week high86.7513
52 week low81.6813
Current bid price0
Current offer price0
Current mid price85.9047

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-