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Vt Aj Bell Balanced Fund Class I Accumulation (0P00019YY3)
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20/12 - Delayed Data. Currency in GBP
- Morningstar Rating:
- Total Assets: 1.23B
Type:
Fund
Market:
United Kingdom
Issuer:
Valu-Trac Investment Management Limited
ISIN:
GB00BYW8RX12
Asset Class:
Equity
VT AJ Bell Balanced Fund Class I Accumulation
1.502
-0.005
-0.31%
- Overview
- Profile
- Historical Data
- Holdings
0P00019YY3 Overview
On this page you'll find an in-depth profile of Vt Aj Bell Balanced Fund Class I Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P00019YY3 among other information.
Investment Strategy
The investment objective of the fund is to achieve long-term capital growth with a balanced approach between defensive assets such as cash, fixed interest securities, money-market funds and collective investment schemes following alternative strategies such as property and commodities, and higher risk assets such as equities. This is to keep the Fund within a predetermined risk profile. Capital is in fact at risk and there is no guarantee that capital growth will be achieved over a 5 year, or any period. The Fund will seek to achieve its objective (and so provide exposure to the asset classes noted in the objective) by investing predominantly (80% +), in index-tracking investments or strategies (those instruments and/or investment strategies that aim to track the performance of various financial indices) and which typically consist of collective investment schemes (including those managed or operated by the ACD) as well as equities, bonds and transferable securities.
Contact Information
Address
Orton Moray IV32 7QE
Orton,Moray IV32 7QE
United Kingdom
Orton,Moray IV32 7QE
United Kingdom
Phone
01343 880344
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| James Flintfoft | - | 2023 | Now |
| Tom McGoldrick | - | 2022 | Now |
| Jamie Ward | Head of Investment Solutions | 2022 | 2023 |
| Biography | Jamie graduated with a first class degree in Financial Mathematics from the University of Hull. He began his career as a Trainee Fund Manager at Brown Shipley in 2006, before moving to Williams de Broe in 2011. In 2013 he helped set up a hedge fund for Wolos Capital and took responsibility for a global equity book. In 2014 he became a Fund Manager at Oriel Asset Management where he ran their UK fund until 2021. | ||
| Matt Brennan | - | 2017 | 2022 |
| Biography | Matt is responsible for the day-to-day running of the AJ Bell Funds, working with the investment team to further grow the range of investment options. He joined AJ Bell with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder. | ||
| Terry McGivern | - | 2017 | 2022 |
| Biography | Terry’s career in financial services began in 2005 on the Settlements Team at a major bank. He later moved to an investment management company and then to a leading provider of financial services. In 2010, he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers. Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Terry holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 2 exam. | ||
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