MI Activus Wealth Z Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 104.94||Day Change||GBX 0.00 (0.00%)|
|Price Date||22 Feb 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.70||Fund Size||38,515,073.00|
|Launch Date||19/07/2016||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.00||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.70|
|ISIN||GB00BYPKW510||Min TopUp (£)||0.00|
The investment objective is to achieve an annual gross return of the Bank of England base rate + 4% over the full market cycle without the constraints of any fixed asset allocation parameters.
Dave established Activus Wealth in 2012 and has more than 25 years of investment and risk management experience. Dave joined Citibank in 1998 as a quantitative analyst and became a portfolio manager in asset backed securities and debt derivatives. From 1993 he was a principal and portfolio manager for institutional money managers including Fortress and Apollo and has worked in Bermuda, New York and Montreal. Dave graduated in 1998 with a degree in Mathematics from the University of London and holds the Diploma in Regulated Financial Planning and the Chartered Financial Analyst designation.