Volare Strategic Income Fund A GBP Inc

Category GBP Allocation 60-80% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

98.88p

arrow-down-0.28p (-0.28%)

Fund Code

VOSAI

BYQ4HS0

GB00BYQ4HS09

Prices updated as at 29 Apr 2024
|
Prices in GBX

Investment objective
The Fund aims to achieve an income target of 3.5% over a rolling five year period. The Fund will aim to achieve its objective through investment in a variety of asset classes across multiple geographic areas and markets, including: - Between 0% and 75% in shares in companies, Real Estate Investment Trusts (REITs), Exchange Traded Funds (ETFs) and Exchange Traded Commodities (ETCs). - Between 0% and 60% in cash, near cash, bonds and money market instruments. The Fund will aim to have at least 80% of its exposure to these asset classes indirectly by holding units in collective investment schemes which invest in these assets. The collective investment schemes in which the Fund invests will typically have investment strategies which seek to achieve income.

Annual charges

Product charges
1.27
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 31 Jul 2023pdf
Interim Short Report 31 Jul 2023pdf
Annual Short Report 30 Nov 2022pdf
Interim Reports 31 Jan 2018pdf
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Important Information

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