||01/12/18 to 01/12/19
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||01/12/20 to 01/12/21
||01/12/21 to 01/12/22
||01/12/22 to 01/12/23
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
The investment objective of VT Cape Wrath Focus Fund is
to generate capital growth over the long term (5 years).
The company will aim to meet its objective by typically
investing at least 70% in a concentrated portfolio of UK
listed equities (however at times investments in equities
may be less than 70% due to liquidity or market
conditions). In addition to investing in equities, the
Company may also invest in other transferable securities
(such as bonds and gilts), collective investment schemes
(that provide exposure to investments including equities
and gilts) and which may include those managed and/or
advised by the ACD or Investment Manager), money
market instruments, deposits, cash and near cash.
Derivatives and forward transactions may be held for
efficient portfolio management purposes (although use of
derivatives is expected to be limited).
The Company will not have any particular industry or
economic sector focus and as such weightings in these may
vary as required.