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The Fund seeks to achieve a positive return over the medium to longer term, which is in excess of normal cash deposit rates. To invest in a range of assets including collective investment schemes, closed-ended funds, transferable securities, money market instruments and cash/deposits. The Fund may also seek investment diversification by obtaining indirect exposure to alternative asset classes including hedge funds, private equity, commodities and indirectly in property. The Fund may utilise derivatives for the purposes of efficient portfolio management.
Ryan Hughes Since 14-Oct-2013
Ryan is a fund manager on the Apollo funds and also on the Athena discretionary managed portfolios. Ryan has over 15...
Craig Wetton Since 26-Nov-2008
Craig joined Chase de Vere in 1986 as an independent financial advisor. In 1995, he founded Chartwell Investment...
Ian Willings Since 26-Nov-2008
Ian started his investment career in June 2000 as an investment analyst for RP Hodson (Asset Management). In July 2001...
Steve Brann Since 26-Nov-2008
Steve moved from UBS in 1987 to manage the £3bn Lucas Industries Pension Fund which was ranked consistently in the top...
Ryan is a fund manager on the Apollo funds and also on the Athena discretionary managed portfolios. Ryan has over 15 years investment experience and prior to working at...
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...
Ian started his investment career in June 2000 as an investment analyst for RP Hodson (Asset Management). In July 2001 he moved to London to become a retail analyst with...
Steve moved from UBS in 1987 to manage the £3bn Lucas Industries Pension Fund which was ranked consistently in the top quartile for performance over 5 years. In 1994, he...
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Cedar House, 3 Cedar Park, Cobham Road, Wimborne, Dorset, BH21 7SB
0870 700 2305 (Fax Number)0845 140 0180 (Main Number)00 44 1268 44 8215 (Overseas)
FP Apollo Multi Asset Balanced D GBP
Risk Score 47.00
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All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.
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