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IFDS APOLLO MULTI ASSET CAUTIOUS A - Fund overview

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Overview of IFDS APOLLO MULTI ASSET CAUTIOUS A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. IFDS APOLLO MULTI ASSET 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  Unclassified
Product type  OEIC
Launched  November, 2008
Size  £56m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 116.45p

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%

Bestinvest says


No information available.

Portfolio

ifds apollo multi asset 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 multi asset cautious a equity geographic illustration
Allocation Proportion
UK 40%
Europe 15%
Nth America 20%
Japan 5%
Pacific 10%
Other Equity 10%
ifds apollo multi asset cautious a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for IFDS APOLLO MULTI ASSET CAUTIOUS A

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.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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