FP Apollo Multi Asset Cautious D US
|Bid Price||-||Offer Price||-|
|Mid Price||USX 114.23||Day Change||USX +0.18 (0.40%)|
|Price Date||24 May 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.01 %|
|Total Expense Ratio||2.02||Fund Size||32,000,000.00|
|Launch Date||27/11/2008||Standard Initial Charge (%)||2.00|
|Annual Management Charge (%)||1.00||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||2.02|
|ISIN||GB00B3SWVX84||Min TopUp (£)||500.00|
The fund seeks to achieve a positive return over the medium to longer term, which is above normal cash deposit rates.
Craig is a partner and fund manager on the Apollo funds and also on the Athena discretionary managed portfolios. Craig has over 25 years investment experience and prior to founding Apollo was founder and CEO of the award winning financial advisory firm Chartwell Investment Management. At Chartwell, Craig was actively involved in all aspects of portfolio management, including asset allocation, fund selection, research, systems and controls and chaired both the Investment Committee and the Risk Committee.