Prices updated on 25 Apr 2025 | Print
VT AJ Bell Moderately Cau I Acc
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Low cost dealing from £1.50Choose from our range of SIPP, ISA and Dealing accounts
Find out moreThis fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
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Interactive chart
Annual returns % (GBP)
31/12/2024
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|
| VT AJ Bell Moderately Cau I Acc | 13.19 | 5.05 | 6.29 | -5.61 | 6.49 | 5.01 |
| GBP Allocation 40-60% Equity | 12.41 | 4.08 | 8.07 | -10.46 | 7.53 | 6.74 |
Trailing returns % (GBP)
31/03/2025
| 1D | 1M | 3M | 6M | 1Y | 3Y ann. | 5Y ann. | 10Y ann. | |
|---|---|---|---|---|---|---|---|---|
| VT AJ Bell Moderately Cau I Acc | 0.35 | -1.96 | -0.44 | -0.65 | 1.80 | 2.38 | 5.22 | – |
| GBP Allocation 40-60% Equity | – | -2.22 | -0.14 | -0.17 | 3.58 | 2.07 | 5.69 | 0.00 |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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