S&W Saltus Wealth I Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 123.30||Day Change||GBX +0.20 (0.16%)|
|Price Date||22 Feb 2017||Crown Rating|
|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|
|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|
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.
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.