119.34p0.03p (0.0003%)310 Jan 2025
Last Price119.34pDay Change0.03p (0.0003%)
Price Date10 Jan 2025Morningstar Rating3
Shares ClassAccYield-
Last Ex-Dividend Date2020-01-01Dividend Frequency-
SectorFund Size0.00
Launch Date2020-01-01Standard Initial Charge0.00%
Ongoing cost3.42%Annual Management Charge0.00%
ISINGB00BFYMDH41

Fund Objective

The Fund aims to achieve capital growth before fees of at least the UK Consumer Price index plus 5% per annum, over a 5-year period. The Investment Manager will adopt a global multi-asset approach without the constraints of a formal benchmark. The Fund will generally invest in collective investment schemes, listed investment companies and Exchange Traded Funds. Through such investments, the portfolio will achieve indirect exposure to a diversified range of asset classes. These asset classes will vary over time, but will be selected from the following: equities, fixed income, private equity, currencies, commodities, real estate and alternative investment strategies to the extent that each is permitted by the Regulations.

Fund Managers

Activus Wealth Ltd