Aptus Global Financials B Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History6.06%
  • 3 Year sharpe0.36
  • 3 Year alpha-1.28
  • Distribution Typeincome
  • BenchmarkMSCI ACWI/Financials PR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.72%
  • IA SectorGlobal Equity Income
  • Manager GroupT Bailey
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to produce both capital and income growth over the long term (Rolling Periods of 5 years). At least 70% of the Fund will be exposed directly or indirectly to shares of companies anywhere in the world, including emerging markets. At least 50% of the Fund’s portfolio will be invested in a welldiversified geographic spread of global financial services institutions such as banks and insurance companies.

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