Volare Cautious Fund A GBP Acc header image

Volare Cautious Fund A GBP Acc

Fund

ISIN GB00BYQ4HK23 / Valor 35273329

NAV (2025-12-17)
GBP 1.35-0.34%

Volare Cautious Fund A GBP Acc
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Volare Cautious focuses on growing capital while keeping investment risk low by diversifying its portfolio across various asset types and regions. It invests up to 55% in stocks, real estate investment trusts (REITs), exchange-traded funds (ETFs), and commodities, and up to 70% in cash equivalents, bonds, and money market instruments. Most of these investments are made indirectly through collective investment schemes, and the fund may also use derivatives to manage the portfolio efficiently without increasing its overall risk.

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Tags:
multi asset volatility control

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OTHER SHARE CLASSES OF THIS FUND

Volare Cautious Fund Z GBP Acc
Volare Cautious Fund Z GBP Acc Volare Cautious Fund Z GBP Acc Valor: 41709175
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Annual Return

-50%0%+50%

Risk level

110
-0.33%GBP 1.31