Quick Stats

Bid Price - Offer Price -
Mid Price GBX 92.90 Day Change GBX -0.17 (-0.18%)
Price Date 5 Feb 2016 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 3.84 Fund Size 500,000.00
Launch Date 01/06/2011 Standard Initial Charge (%) 2.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 3.84
ISIN GB00B84RJF06 Min TopUp (£) 500.00

Fund Objective

With a strong focus on downside protection, the Fund seeks to provide investment returns in all market conditions over the medium to longer term defined as between 3 to 5 years. Capital invested in the Fund is at risk and there is no guarantee that the investment objective will be met over the 3 to 5 year period or in respect of any other period.

Fund Managers

Ryan Hughes
Ryan is a fund manager on the Apollo funds and also on the Athena discretionary managed portfolios. Ryan has over 15 years investment experience and prior to working at Apollo was Senior Fund Manager at Skandia Investment Group for eight years. Here he was a key member of the investment committee and global asset allocation committee which was responsible for managing over £12bn of multi asset portfolios, including the awards winning Spectrum range.