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IFDS APOLLO CAUTIOUS A - Fund overview

Bestinvest rating Unrated


Overview of IFDS APOLLO CAUTIOUS A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. IFDS APOLLO CAUTIOUS A does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest to save 3.00%
Buy as ISA  |  Buy as Unit Trust

Fund summary

Sector  Cautious Managed
Product type  OEIC
Launched  November, 2008
Size  £63m
Yield 0.0%
Charging basis  –
Dividends paid  –
Cofunds  Yes
FundsNetwork  Yes
Bid price 119.36p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.02%
Reduction in yield (10yr) 2.22%

Portfolio

ifds apollo cautious a asset allocation illustration
Allocation Proportion
Equity 38%
High yield bonds
Quality bonds 13%
Property 3%
Commodities 15%
Hedge 17%
Fund cash 14%
ifds apollo cautious a equity geographic illustration
Allocation Proportion
UK 40%
Europe 15%
Nth America 20%
Japan 5%
Pacific 10%
Other Equity 10%
ifds apollo cautious a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund is looking to achieve a positive return over the medium to longer term, which is in excess of normal cash deposit rates. It invests in a range of assets including collective investment schemes, closed‐ended funds, transferable securities, money market instruments and cash/ deposits.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority

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