In moderation

VT Cantab Moderate

The investment objective of the Moderate fund is to provide income and capital growth over the medium to long term by gaining exposure to a diversified portfolio of investments. There is a slightly lower exposure to riskier assets in the Moderate fund than the Balanced fund.

Investments include equities, bonds and alternative assets such as property and infrastructure, principally through investment in funds.

Investments may go up or down.

Fund Information 

Initial Charge


Investment Manager Fee

0.50% pa

Ongoing Charges Figure*

1.36% pa

Payment Dates

31 March, 30 September

Valuation Point

12 Noon, daily


Acc BG210G8, Inc BG210F7

ISIN Codes

Acc GB00BG210G87, Inc GB00BG210F70 

Share Class

A Acc, A Inc

Minimum Investment


ISA eligible


 *Includes Cantab Investment Manager, Depositary, Custody and Authorised Corporate Director fees.
Institutional share classes are available on request.

Asset Class Allocation

Allocation of Equity Component

VT Cantab KIID Moderate A