Higher returns

Funds

For a complete investment solution which benefits from Cantab’s top performing investment management, we have launched the VT Cantab Funds. Anyone can now access the performance that was previously limited to Cantab’s clients. 

The Cantab Funds are Open-Ended Investment Companies (OEIC) and are risk-profiled. In constructing the funds, an assessment of the overall risk on a scale of 1 (ultra-cautious) to 10 (high risk) is undertaken. Studies indicate that most investors fall somewhere in the middle: in Moderate (5) or Balanced (6) portfolios. 

The Moderate Fund includes holdings in UK and overseas equities, together with loans to governments and larger companies. Typical long-term asset allocation of 60% equities and 40% in assets such as fixed interest, property and alternatives. Appropriate benchmarks: MSCI WMA Income, ARC Sterling Steady Growth.

The Balanced Fund includes a substantial holding in UK and overseas equities. Typical long-term asset allocation of 75% equities, 25% in assets such as fixed interest, property and alternatives. Appropriate benchmarks: MSCI WMA Balanced, ARC Sterling Steady Growth. 

Investments may go up or down.

Fund Name

Fund Managers

ISIN

SEDOL

Fact Sheet

KIID

VT Cantab Moderate A Acc

David Saunderson, Jeremy Davis, Leah Bramwell

GB00BG210G87

BG210G8

VT Cantab Moderate A Inc

David Saunderson, Jeremy Davis, Leah Bramwell

GB00BG210F70

BG210F7

VT Cantab Balanced A Acc

David Saunderson, Jeremy Davis, Leah Bramwell

GB00BG211431

BG21143

VT Cantab Balanced A Inc

David Saunderson, Jeremy Davis, Leah Bramwell

GB00BG211324

BG21132

Institutional share classes are available.