Volare Strategic Income Fund A GBP Inc

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

103.32p

arrow-down-0.07p (-0.07%)

Fund Code

VOSAI

BYQ4HS0

GB00BYQ4HS09

Prices updated as at 27 Jan 2025

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.

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.

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.

Head office

Capital Square, 58 Morrison Street

Edinburgh

United Kingdom

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