VT Lyndon Fund
A UK-domiciled OEIC, investing in a portfolio of domestically and internationally listed securities, utilising a contrarian and valuation-driven approach
Investment objective
We aim to generate highly attractive risk-adjusted returns through the combination of a portfolio of out-of-favour and undervalued equities with a dynamic risk management strategy
fund characteristics
Focused, high conviction portfolio, typically of 20-30 stocks
Long holding periods mean low portfolio turnover and therefore low dealing costs
We co-invest alongside our clients in order to ensure the alignment of our interests
SHARE CLASS INFORMATION
| Share Class | On-going Charges Figure* | Minimum Investment |
|---|---|---|
| A Class Accumulation | 1.20% | £20,000 |
| A Class Income | 1.20% | £20,000 |
| B Class Accumulation | 0.95% | £1,000,000 |
| B Class Income | 0.95% | £1,000,000 |
fund documents
*The On-going Charges Figure (OCF) excludes stamp duty and dealing commissions. All research costs are borne by ContraCapital.
“The secret to investing is to figure out the value of something – and then pay a lot less.”