Volare Balanced Bridge Fund IncomeRegister 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 | 8.93 | -5.99 | 18.25 | 8.00 | 10.42 | -8.73 | 8.78 | 6.26 |
+/- Category | -1.08 | 0.38 | 2.58 | 2.75 | -0.73 | 1.35 | 0.41 | -0.89 |
+/- Category Index | - | - | - | 3.48 | -1.85 | -1.47 | -1.89 | -2.55 |
% Rank in Category | 25 | 64 | 4 | 17 | 21 | 38 | 43 | 71 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.22 | -0.06 | -0.04 |
1 Week | 0.04 | -0.32 | -0.70 |
1 Month | 0.30 | -0.57 | -0.67 |
3 Months | 0.01 | -1.82 | -1.84 |
6 Months | 3.44 | -0.27 | -0.57 |
YTD | 6.29 | -1.40 | -2.89 |
1 Year | 12.72 | -0.78 | -2.50 |
3 Years Annualised | 2.88 | 0.39 | -2.06 |
5 Years Annualised | 4.95 | 0.28 | -0.91 |
10 Years Annualised | 6.25 | 0.56 | -0.80 |
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 | 3.03 | 3.47 | - | - |
2023 | 2.28 | -0.08 | 0.02 | 6.41 |
2022 | -2.10 | -6.21 | -2.24 | 1.68 |
2021 | 0.64 | 4.63 | 0.88 | 3.95 |
2020 | -8.67 | 11.12 | 0.60 | 5.78 |
2019 | 7.96 | 4.11 | 3.63 | 1.52 |
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