Quick Stats

Bid Price - Offer Price -
Mid Price GBX 110.95 Day Change GBX +0.12 (0.11%)
Price Date 16 Jan 2018 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.68 Fund Size 50,947,826.00
Launch Date 19/07/2016 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.68
ISIN GB00BYPKW627 Min TopUp (£) 0.00

Fund Objective

The investment objective is to achieve an annual gross return of the Bank of England base rate + 5% over the full market cycle without the constraints of any fixed asset allocation parameters.

Fund Managers

Dave Ferguson
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.