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FP Apollo Multi Asset Balanced Class F - Accumulation (GBP)

Sell:141.07p Buy:141.07p Change: 0.15p (0.11%)
Prices as at 21 November 2024
Sell:141.07p
Buy:141.07p
Change: 0.15p (0.11%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 21 November 2024
Sell:141.07p
Buy:141.07p
Change: 0.15p (0.11%)
Prices as at 21 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

20/11/19 to 20/11/20 20/11/20 to 20/11/21 20/11/21 to 20/11/22 20/11/22 to 20/11/23 20/11/23 to 20/11/24
Annual return -5.12% 16.25% -9.13% -0.78% 2.86%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Steve Brann
Manager start date: 26 November 2008
Manager located in: London

Steve manages the FP Apollo Cautious Fund along with Ian Willings and Craig Wetton. Steve moved from UBS in 1987 to manage the £bn Lucas Industries Pension Fund. The fund specialised in the Oil, Chemical and Utilities sectors and ranked consistently in the top quartile for performance over 5 years. In 1994 he joined Dresdner Kleinwort Benson where he was responsible for investing $1.4bn of the Bank's own capital in European equity markets using a diverse range of trading strategies. In 2000 he moved to Bank of America where he managed a team responsible for investing $500m of proprietary capital in European equity markets. Steve began working with Miton in 2005 as a co-lead fund manager to the CF Miton Arcturus fund ($120m) which he also set up.

manager photo
Manager Name: Ian Willings
Manager start date: 26 November 2008
Manager located in: Reigate

2001 - 2004 Investment Analyst at Insight Investments 2004 - 2006 Portfolio Manager TT International 2006 - 2010 Discretionary Fund Manager at Stephens Fund Management (SFM) 2010 CFA Charterholder

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now