S&W Saltus Wealth I Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 123.30 Day Change GBX +0.20 (0.16%)
Price Date 22 Feb 2017 Crown Rating 4
Shares Class Inc. Yield 1.52 %
Total Expense Ratio 0.00 Fund Size 26,000,000.00
Launch Date 12/10/2010 Standard Initial Charge (%) 7.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 250,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BGHQ0Q88 Min TopUp (£) 0.00

Fund Objective

Saltus Wealth Fund (SWF) is an onshore daily dealing OEIC. The primary objective of the fund is to generate a return in excess of Bank of England base rate and inflation (UK CPI) with a target volatility of no more than 2/3 of the FTSE 100 Index volatility, over a rolling three year period, irrespective of market conditions. Investments are made across all asset classes, free from geographical or traditional benchmark constraints. Portfolio construction is carefully monitored to avoid unwanted correlations.

Fund Managers

David Cooke
David Cooke is an investment manager and sits on the Investment Committee, joining Saltus in 2010. Prior to then he worked for a number of institutions including Goldman Sachs. He has extensive experience in investment strategy and managing global equities.