VT Tyndall North American Fund

Fund overview

The VT Tyndall North American Fund is an open ended investment company (OEIC), authorised and regulated by the Financial Conduct Authority. The fund seeks to achieve long term capital growth by investing in a portfolio of North American equities, predominantly US equities although this may also include Canadian equities.

Investment philosophy

Over the last decade, ETFs and passive strategies have increasingly become the go-to solution for many investors. Whilst we recognise that passive strategies serve a role in a portfolio, we offer something different with the VT Tyndall North American Fund.

As true active managers we are selective with our exposures and do not believe that reflecting the index is additive to investors seeking diversified exposure especially when charging active fees.

We apply a split approach to the portfolio: core stock selection based on finding long-term thematic winners and tactical selection driven by the outlook for growth and inflation.

Key facts

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Highly differentiated
Highly differentiated fund from its peers and the index
image/svg+xmlTYNDALL GREYRGB: 154/160/171
Actively managed
Using a robust and dynamic process that cannot be replicated by an EFT or passive fund
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Unique process
Blend of long-term core and short-term tactical allocations
Fund Manager
Felix Wintle
Managed from
Fund Structure
IA North America

Fund Information

Past performance is not a guide to future performance. Capital at Risk: the value of your investment can fall as well as rise and you may get back less than you originally invested.

If you are interested in knowing more about the fund, please read our Brochure, Prospectus and Key Investor Information, and contact either Valu-Trac, the Authorised Corporate Director, or Felix Wintle

Felix Wintle
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