To continue using this website, please tell us a little about yourself:
I am a financial adviser
I am a discretionary fund manager / multimanager
I am a financial paraplanner
I work in financial services
I am a private investor
What would you like us to do with the funds you've selected
Change Share Class?
Show group factsheets
Download factsheet PDF
Add to Basket
Follow this fund on
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...
Top performing funds
Create a custom chart of this fund's performance
Check how your portfolios are currently performing
More performance charts
How does this fund compare against other funds in Mixed Investment 20%-60% Shares?
Ranking is for the main unit within the sector
View other funds in this sector
FE Risk scores allow you to see how risky a fund is in comparison with the FTSE
Change the share class at the top of the page to see details of other share classes for this fund.
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
Learn more about FE Risk Scores
View all FE Risk Scores
Initial Charges: Maximum Charges entered; Annual Management Charges: ;
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.
You are being transferred to our sister website, Trustnet Direct, where you will be able to complete this transaction.
Proceed to Trustnet Direct
Trustnet mobile website
13:00 | Monday, January 20, 2014
Authorised and Regulated by the Financial Conduct Authority
© Trustnet Limited 2015. All Rights Reserved.
Data supplied in conjunction with Thomson Financial Limited, London Stock Exchange
Plc, StructuredRetailProducts.com and ManorPark.com