Quick Stats
Last Price | 100.09p | Day Change | 0.07p (0.0007%) |
---|---|---|---|
Price Date | 27 Nov 2023 | Morningstar Rating | |
Shares Class | Acc | Yield | 0.00 % |
Last Ex-Dividend Date | 01 January 2020 | Dividend Frequency | - |
Sector | Fund Size | 0.00 | |
Launch Date | 01/01/2020 | Standard Initial Charge | 0.00% |
Ongoing cost | 3.42% | Annual Management Charge | 0.00% |
ISIN | GB00BFYMDH41 |
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
Receive our
daily news email
Subscribe to the latest investing news by entering your email address below
You can opt out at any time.
For five days a week you will get
- The latest company news
- Insight into investment trends
- Round-up of directors' buys and sells
- Articles from Shares magazine
