FP Apollo Multi Asset Cautious D US
|Bid Price||-||Offer Price||-|
|Mid Price||USX 110.85||Day Change||USX -0.01 (-0.74%)|
|Price Date||23 Feb 2017||Crown Rating|
|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|
|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|
The fund seeks to achieve a positive return over the medium to longer term, which is above normal cash deposit rates.
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.