Fact sheet: Volare Balanced

Fund information

Fund name
Volare Balanced A Acc
Fund company manager
Fund Partners Ltd
Fund type
OEIC
Fund manager
Phoebe Stone
since 03/01/2017
Fund objective
The Fund aims to achieve long term capital growth.
Benchmark
-
Investment style
Balanced
Investment method
None

Performance snapshot

Quick stats

1 Year return

-

1 Year rank in sector

-

Sector

UT Mixed Investment 40-85% Shares

Yield
-
Fund size

£ 17.5 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.41 %1.12 %0 %0 %0 %
Sector-1.11 %1.21 %10.55 %24.53 %48.63 %
Rank within sector173 / 286124 / 281 / / /
Quartile th3 rd2 nd th th th

Calendar performance

YTD-20172016201520142013
Fund0 %0 %0 %0 %0 %
Sector5.82 %13.29 %2.25 %4.96 %13.5 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high103.8
52 week low97.9
Current bid price0
Current offer price0
Current mid price101.97

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-