Aptus Global Financials B Inc

Fund

Fund Info

  • Yield History4.79%
  • 3 Year sharpe0.74
  • 3 Year alpha-1.01
  • Distribution Typeincome
  • BenchmarkN/A
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.44%
  • SectorGlobal Equity Income
  • Manager GroupT Bailey
  • DomicileUnited Kingdom
  • ISINGB00B8DYMW03

Investment Strategy

The Fund aims to produce a combination of long term capital and income growth by investing in a well-diversified geographical spread of global financial services companies, including banks and insurance companies.