• Have a question?
    Open from 8am to 7pm Monday to Friday
    Call customer services
    0345 54 32 600

Volare Balanced A GBP Acc

Price: 124.76p|Change: 0.00 (0.35%)

This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Management

Name of companyLGT Wealth Management UK LLP
Phone-
Website-
Address-

Fund

DomicileGBR
Legal structureOEIC
UCITSYes
Inception date03/01/2017

Managers

Fund managerPhoebe Stone
Manager start date03/01/2017
BiographyPhoebe 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.
Fund managerSanjay Rijhsinghani
Manager start date03/01/2017
BiographySanjay joined Vestra Wealth from UBS WM (UK) Ltd where he managed institutional funds along with private client money. Previously he was an Investment Director at Laing & Cruickshank, and manager of the OM BD technology fund at Brewin. Sanjay specialises 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.

AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.

© Copyright 2024 AJ Bell. All rights reserved.