FP Apollo Multi Asset Cautious D US

Quick Stats

Bid Price - Offer Price -
Mid Price USX 114.23 Day Change USX +0.18 (0.40%)
Price Date 24 May 2017 Crown Rating 1
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
Currency USX ISA Eligible No
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

Fund Objective

The fund seeks to achieve a positive return over the medium to longer term, which is above normal cash deposit rates.

Fund Managers

Craig Wetton
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.