FP Apollo Multi Asset Cautious D US

Quick Stats

Bid Price - Offer Price -
Mid Price USX 110.85 Day Change USX -0.01 (-0.74%)
Price Date 23 Feb 2017 Crown Rating 1
Shares Class Inc. Yield 0.01 %
Total Expense Ratio 1.80 Fund Size 31,100,000.00
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 (%) 1.80
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 joined Chase de Vere in 1986 as an independent financial advisor. In 1995, he founded Chartwell Investment Management and Chartwell Asset Management, and as CEO was responsible for developing and managing a fee-based advisory service, execution only service and discretionary management service. Craig was actively involved in all aspect of portfolio management, including asset allocation, fund selection, research, systems and controls. When Chartwell was sold in November 2005, Craig was retained as Investment Director and in September 2006 became responsible for the establishment, operation and marketing of the Chartwell OEIC. The Chartwell OEIC has three sub-funds, each of which is independently managed and utilises a true multi – asset approach. Craig chaired both the Investment Committee - monitoring performance of the incumbent Investment Managers against their respective investment mandate – and the Risk Committee – monitoring risks undertaken by the Investment Managers, specifically their use of derivatives and embedded derivatives.