Advertisement
Advertisement
U.S. markets close in 2 hours 47 minutes
Advertisement
Advertisement
Advertisement
Advertisement

VT Momentum Diversified Growth N Acc (0P0000VPPQ.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
195.59+0.48 (+0.25%)
At close: 09:00PM BST
Advertisement

VT Momentum Diversified Growth N Acc

Orton Moray IV32 7QE

01343 880344
Management Information
,Lead Manager since February 24, 2016
Tom is responsible for overseas equity, sector and thematic research across the Seneca IM mandates. He has worked in the investment industry since 2009 after graduating from the University of Liverpool with a first class degree in Mathematics with Finance. After beginning his career as an investment analyst for Royal Liver Asset Managers, he later joined Seneca IM in October 2011. He has been the assistant fund manager on the CF Seneca Diversified Growth Fund since February 2016.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq4.gif
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. When 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 Assets125.12M
YTD Return1.10%
Yield2.96%
Morningstar Rating★★★
Inception DateApr 8, 2002

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0000VPPQ.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
Advertisement
Advertisement