Volare Bridge Fund IncomeRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.9 | 13.5 | -12.3 | 7.4 | 6.6 | |
+/-Cat | 5.6 | 2.4 | -2.2 | -0.9 | -1.1 | |
+/-B’mrk | 6.4 | 1.2 | -5.0 | -3.2 | -2.2 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 25/10/2024 | GBX 367.03 | |
Day Change | -0.27% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB0006441181 | |
Fund Size (Mil) 25/10/2024 | GBP 593.75 | |
Share Class Size (Mil) 25/10/2024 | GBP 41.05 | |
Max Initial Charge | 6.00% | |
Ongoing Charge 15/02/2024 | 1.10% |
Investment Objective: Volare Bridge Fund Income |
To generate growth over a period of 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 16/02/1994 |
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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 Income | 31/05/2024 |
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