Volare Growth A Acc
| Shares Class | Inc. |
|---|---|
| Yield | 1.20 |
| Total Expense Ratio | 1.30 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 1.20 |
| Total Expense Ratio | 1.30 |
Cumulative Performance
Discrete Performance
| Fund Size | 52,169,600.00 | Launch Date | 03/01/2017 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.35 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 1.30 |
| ISIN | GB00BYQ4HP77 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 1.3000 (on 14/08/2020) |
The Fund aims to achieve long term capital growth.
Sanjay Rijhsinghani
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.
Tom Macpherson
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 run 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.
Phoebe Stone
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.
| Name | Weight |
|---|---|
| Global Fixed Interest | 17.00% |
| Hedge | 3.00% |
| International Equities | 54.00% |
| Money Market | 6.00% |
| Others | 4.00% |
| UK Equities | 16.00% |
| Name | Weight |
|---|---|
| Africa | 0.00% |
| Asia | 0.00% |
| Asia Pacific ex Japan | 1.00% |
| Australia | 1.00% |
| Bermuda | 0.00% |
| Brazil | 0.00% |
| Canada | 0.00% |
| China | 3.00% |
| Colombia | 0.00% |
| Continental Europe | 2.00% |
| Denmark | 0.00% |
| Eastern Europe | 0.00% |
| Europe | 2.00% |
| Europe ex UK | 1.00% |
| European Emerging Markets | 0.00% |
| Finland | 0.00% |
| France | 1.00% |
| Germany | 0.00% |
| Hong Kong | 1.00% |
| India | 2.00% |
| Indonesia | 0.00% |
| International | 4.00% |
| Italy | 0.00% |
| Japan | 4.00% |
| Korea | 1.00% |
| Latin America | 0.00% |
| Malaysia | 0.00% |
| Mexico | 0.00% |
| Middle East | 0.00% |
| Middle East/ Africa | 0.00% |
| Money Market | 9.00% |
| Netherlands | 0.00% |
| New Zealand | 0.00% |
| North America | 5.00% |
| Not Specified | 0.00% |
| Others | 1.00% |
| Philippines | 0.00% |
| Poland | 0.00% |
| Russia | 0.00% |
| Singapore | 0.00% |
| South Africa | 0.00% |
| Spain | 0.00% |
| Switzerland | 0.00% |
| Taiwan | 2.00% |
| Thailand | 0.00% |
| UK | 19.00% |
| USA | 27.00% |
| Vietnam | 0.00% |
| Name | Weight |
|---|---|
| FUNDSMITH | 7.00% |
| MORGAN STANLEY INVESTMENT FDS | 7.00% |
| FIDELITY GLOBAL DIVIDEND HEDGE | 4.00% |
| JUPITER STRATEGIC BOND | 4.00% |
| LAZARD GLOBAL LISTED INFRASTRU | 4.00% |
| MERIAN UK SMALLER COMPANIES | 4.00% |
| MORGAN STANLEY ASIA OPPORTUNIT | 4.00% |
| MORGAN STANLEY GLOBAL BRANDS I | 4.00% |
| SCHRODER ASIAN TOTAL RETURN | 4.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.