Aptus Global Financials B Inc

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Fund Info

  • Yield History5.63%
  • 3 Year sharpe0.45
  • 3 Year alpha-3.6
  • 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

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.

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