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Volare Balanced Class A - Accumulation (GBP)

Sell:130.53p Buy:130.53p Change: 1.35p (1.05%)
Prices as at 7 November 2024
Sell:130.53p
Buy:130.53p
Change: 1.35p (1.05%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 7 November 2024
Sell:130.53p
Buy:130.53p
Change: 1.35p (1.05%)
Prices as at 7 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

07/11/19 to 07/11/20 07/11/20 to 07/11/21 07/11/21 to 07/11/22 07/11/22 to 07/11/23 07/11/23 to 07/11/24
Annual return 5.15% 12.20% -12.75% 3.02% 10.74%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Tom MacPherson
Manager start date: 3 January 2017
Manager located in: London

Tom joined LGT Vestra in February 2011 where he created Management Information and assisted in process reform. In September 2012 he joined the MPS team and since then has managed the LGT Vestra Model Portfolios. He is a member of the LGT Vestra Central Investment Committee, the Authorised Collectives Committee and the MPS Investment Committee. Tom has completed his PCIAM and is a chartered member of the CISI. He has managed the Volare Funds since their launch.

Manager Name: Sanjay Rijhsinghani
Manager start date: 3 January 2017
Manager located in: London

Sanjay is a Partner at LGT Vestra, specialising 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. Previously he was at UBS WM (UK) Ltd where he managed institutional funds along with private client money and prior to this he was an Investment Director at Laing & Cruickshank, and manager of the OM BD technology fund at Brewin. He has managed the Volare Funds since their launch.

Manager Name: Phoebe Stone
Manager start date: 3 January 2017
Manager located in: London

Phoebe joined LGT Vestra in October 2014 as an Investment Manager and is responsible for running the LGT Vestra Model Portfolios across a number of platforms. Phoebe is a member of the Investment Committee and works with a number of IFAs providing bespoke model portfolios tailored to individual firms. Prior to Vestra, Phoebe worked at Adam & Company and at Coutts managing client investments. Phoebe has completed her Investment Management Certificate, the CISI Private Client Investment Advice and Management exam and is a chartered member of the CISI. She has managed the Volare Funds since their launch.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now