Volare Cautious Fund A GBP Acc

Category GBP Allocation 40-60% Equity


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

122.35p

arrow-up0.05p (+0.04%)

Fund Code

VOCAA

BYQ4HK2

GB00BYQ4HK23

Prices updated as at 28 Mar 2024
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Prices in GBX

Investment objective
The Fund aims to achieve capital growth (the increase in value of investments) whilst operating within a volatility range (variance) of between 4% and 7% over rolling 5 year periods. The Fund’s primary objective is to control volatility (variance) and this could therefore be at the expense of performance. There can be no guarantee that the Fund will achieve its objective of managing volatility (variance). 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 55% in shares in companies, Real Estate Investment Trusts (REITs), Exchange Traded Funds (ETFs) and Exchange Traded Commodities (ETCs). - Between 0% and 70% 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerPhoebe Stone, Sanjay Rijhsinghani
122.38
113.13
Fund comparative indexIA Mixed Invest 20 - 60% Shares
Mixed Investment 20-60% Shares
-
1.11
0.02
0.00
GBP Allocation 40-60% Equity
No
Fund providerLGT Wealth Management UK LLP
Share class launch date03 Jan 2017
£35.85m
-
0.00
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.