Aptus Global Financials B Acc GBP
Aptus Global Financials B Acc GBP
ISIN:
GB00B796C343
Risk level:
FE fundinfo Rating:
5 of 5
IA Sector:
IA Global Equity Income
Income type:
Accumulation
Price:
584.6700GBX
15 March 2024
Last change:
icon-down-small -0.21%
1 year change:
icon-up-small 12.68%
5 year annualised return:
8.60%
12 month yield:
3.68%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
-
Aptus Global Financials B Acc GBP
-
IA Global Equity Income
-
MSCI ACWI/Financials
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The Fund aims to produce both capital and income growth over the long term (Rolling Periods of 5 years).
Manager name:
Waystone Fund Services (UK) Limited
Manager start date:
01 November 2012
Investment style:
Growth
Region (geographical):
Global
Manager Biography:
Johnny de la Hey is the Portfolio Manager for the Tosca UCITS Fund. He has 26 years experience as a financials analyst. He joined Toscafund in 2000 and has been the PM of Tosca for over 10 years. From 1997 to 2000, Johnny was a financials specialist at Tiger Management. Before this, he worked at Credit Lyonnais and Societe Generale Securities. He graduated with a first class honours degree in Geography from University College, University of London, England in 1992.
Benchmark:
MSCI ACWI/Financials
Sector:
IA Global Equity Income
FE fundinfo Rating:
5 of 5
Fees and Charges
Asset Allocation
Fund size: 14,243,000.00 GBX
Chart date: March 15, 2024
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
ESG Metric
Score
MSCI ESG Quality Score (0-10)
6.7
MSCI ESG Quality Score - Peer Percentile (0-100)
74%
MSCI ESG Quality Score - Global Percentile (0-100)
63%
Fund Environmental Impact Involvement (%)
0%
Fund Social Score Impact Involvement (%)
4%
Fund Severe Governance Controversies Involvement (%)
10%