Aptus Global Financials B Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History5.58%
  • 3 Year sharpe0.03
  • 3 Year alpha-0.93
  • Distribution Typeincome
  • BenchmarkMSCI ACWI/Financials PR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.67%
  • IA 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. 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.

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