Volare Growth Fund A GBP Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
140.00p
0.14p (+0.10%)
Fund Code
VOGAA
BYQ4HP7
GB00BYQ4HP77
Prices updated as at 24 Jan 2025
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 8% and 13% 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 85% in shares in companies, Real Estate Investment Trusts (REITs), Exchange Traded Funds (ETFs) and Exchange Traded Commodities (ETCs). - Between 0% and 40% 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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
LGT Wealth Management UK LLP
Fund launch date
03 Jan 2017
Domicile
United Kingdom
UCITS
Yes
Fund manager
Phoebe Stone
Manager start date
03 Jan 2017
Fund manager biography
Phoebe Stone is Head of Sustainable MPS at LGT Vestra. She is responsible for running the LGT Vestra Sustainable Model Portfolio Service (SMPS), the Model Portfolio Service (MPS), the LGT Vestra Multi-Asset fund range and the LG Vestra Sustainable Multi Asset fund. Phoebe has run portfolios at LGT Vestra for the last five years and is passionate about sustainable investing, the opportunity it offers to investors and the overall contribution it makes toward the health and wellbeing of the planet and its people. Previous to her time at LGT Vestra, Phoebe worked at Coutts and Adam & Company in investment management.
Fund manager
Sanjay Rijhsinghani
Manager start date
03 Jan 2017
Fund manager biography
Sanjay joined Vestra Wealth from UBS WM (UK) Ltd where he managed institutional funds along with private client money. Previously he was an Investment Director at Laing & Cruickshank, and manager of the OM BD technology fund at Brewin. Sanjay specialises in managing global investment mandates with multi asset class solutions, and has developed the capability to provide a personalised options trading facility for private clients.
Head office
Capital Square, 58 Morrison Street
Edinburgh
United Kingdom
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