Volare Bridge Fund Z Units (Net Income)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
|
Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 8.76 | -8.00 | 23.40 | 11.79 | 14.37 | -11.55 | 8.29 | 5.46 |
+/- Category | -1.24 | -1.63 | 7.73 | 6.54 | 3.23 | -1.47 | -0.08 | 1.04 |
+/- Category Index | - | - | - | 7.27 | 2.10 | -4.28 | -2.38 | -0.34 |
% Rank in Category | 72 | 76 | 3 | 10 | 16 | 73 | 52 | 23 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.31 | 0.19 | 0.45 |
1 Week | 0.45 | 0.47 | 0.70 |
1 Month | 2.01 | 1.34 | 0.83 |
3 Months | 4.09 | 2.44 | 2.25 |
6 Months | 8.52 | 2.43 | 1.47 |
YTD | 8.19 | 2.28 | 1.15 |
1 Year | 14.29 | 2.02 | 0.86 |
3 Years Annualised | 3.54 | 0.95 | -1.29 |
5 Years Annualised | 7.09 | 2.34 | 1.14 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.94 | - | - | - |
2023 | 2.35 | 0.38 | -1.37 | 6.86 |
2022 | -4.42 | -8.77 | -1.09 | 2.55 |
2021 | 0.59 | 6.30 | 1.90 | 4.97 |
2020 | -9.82 | 13.99 | 2.40 | 6.20 |
2019 | 9.70 | 5.79 | 4.29 | 1.95 |
|
Advertisement |