Volare Balanced Bridge Fund Z Units (Net Income)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 9.77 | -5.19 | 19.20 | 8.86 | 11.32 | -8.01 | 9.62 | 6.80 |
+/- Category | -0.23 | 1.17 | 3.53 | 3.61 | 0.17 | 2.07 | 1.25 | -0.35 |
+/- Category Index | - | - | - | 4.34 | -0.95 | -0.74 | -1.05 | -2.02 |
% Rank in Category | 15 | 47 | 2 | 13 | 14 | 29 | 30 | 60 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.22 | -0.06 | -0.04 |
1 Week | 0.05 | -0.31 | -0.69 |
1 Month | 0.36 | -0.51 | -0.60 |
3 Months | 0.19 | -1.64 | -1.66 |
6 Months | 3.83 | 0.12 | -0.17 |
YTD | 6.90 | -0.80 | -2.29 |
1 Year | 13.57 | 0.06 | -1.65 |
3 Years Annualised | 3.68 | 1.19 | -1.26 |
5 Years Annualised | 5.78 | 1.12 | -0.07 |
10 Years Annualised | 7.15 | 1.46 | 0.10 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.24 | 3.67 | - | - |
2023 | 2.49 | 0.12 | 0.19 | 6.63 |
2022 | -1.92 | -6.05 | -2.01 | 1.88 |
2021 | 0.85 | 4.85 | 1.08 | 4.15 |
2020 | -8.49 | 11.38 | 0.77 | 5.99 |
2019 | 8.16 | 4.34 | 3.84 | 1.72 |
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