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

99.83p

arrow-up0.16p (+0.16%)

Fund Code

VOSAI

BYQ4HS0

GB00BYQ4HS09

Prices updated as at 28 Mar 2024
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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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerPhoebe Stone
99.83
91.87
Fund comparative indexIA Mixed Investment 40-85% Shares
Mixed Investment 40-85% Shares
-
1.27
0.00
0.00
GBP Allocation 60-80% Equity
No
Fund providerLGT Wealth Management UK LLP
Share class launch date03 Jan 2017
£3.04m
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-
-
Quarterly
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

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