VT Blackfinch Balanced A GBP Inc (0P0001JTSU.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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VT Blackfinch Balanced A GBP Inc
Orton Moray IV32 7QE
01343 880344
Management information
,Lead manager since 1 May 2020
Gareth jointly manages the Blackfinch Asset Management portfolios. Gareth has 14 years’ experience in investment management, with expertise in the construction of mainstream investment products for clients and intermediaries. He holds the Diploma in Investment Compliance as well as certificates in Bond & Fixed Interest Markets and in Private Client Investment Advice and Management. He is a chartered fellow of the Chartered Institute for Securities & Investment and has achieved Chartered Wealth Manager status.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyValu-Trac Investment Management Limited
Net assets17.22M
YTD return3.24%
Yield2.80%
Morningstar rating★★
Inception date1 May 2020
Fund operations
Last dividend0.03
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0001JTSU.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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