Volare Bridge Fund Z Units (Net Income)Register to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 11.8 | 14.4 | -11.5 | 8.3 | 5.5 |
![]() | +/-Cat | 6.5 | 3.2 | -1.5 | -0.1 | 1.0 |
![]() | +/-B’mrk | 7.3 | 2.1 | -4.3 | -2.4 | -0.3 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 28/06/2024 | GBX 81.14 | |
Day Change | 0.31% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB00BT9Q2618 | |
Fund Size (Mil) 28/06/2024 | GBP 606.05 | |
Share Class Size (Mil) 28/06/2024 | GBP 357.33 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.10% |
Investment Objective: Volare Bridge Fund Z Units (Net Income) |
To generate growth over the long term (5 years or more) by investing in a diversified portfolio of equities (company shares) and bonds (loans to governments or companies). The fund invests at least 70% in global equities, corporate investment grade bonds and government bonds issued anywhere in the world. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Ben Ward 01/11/2013 | ||
Inception Date 16/01/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ARC Steady Growth PCI TR GBP | Morningstar UK Mod Adv Tgt Alloc NR GBP |
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Portfolio Profile for Volare Bridge Fund Z Units (Net Income) | 31/05/2024 |
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