Apollo Multi Asset Management

 

The Apollo Managed Investment Solutions were developed to provide advisers with a solution that focuses primarily on the clients risk profile.  Each portfolio is constructed from Apollo’s own Multi Asset Funds and are continually monitored and rebalanced, where necessary, to ensure the risk profile remains unchanged.

Key points:

  • A range of six risk graded portfolios.
  • Our fund managers create each portfolio by skilfully blending the four established IFDS Apollo Multi Asset funds.
  • Portfolios are then closely monitored to ensure they continue to adhere to their stated risk profile.
  • The portfolios offer a fully managed, genuine Multi Asset solution that aims to reduce the overall volatility of a portfolio by the inclusion of different lowly or non correlated assets.
  • Potential for exposure to eight primary asset classes including:  Equities, Alternatives, Bonds, Currency, Property, Managed Cash, Commodity and Managed Cash.
  • A further layer of diversification is provided through the various investment structures that we may utilise; including best of breed Actively Managed funds, ETFs and Passive investments, Hedge/Absolute Return Funds, Bespoke Structured Products and Investment Trusts.
  • Four experienced portfolio managers offering experience in various investment disciplines, but all of whom subscribe to the same belief in the advantages of true multi asset investing.
  • Low entry level of £5,000.
  • No additional fee:  The only Apollo fees/charges that apply are those exhibited by the four underlying funds from which we construct our risk graded portfolios.
  • Available through tax efficient wrappers including ISA and SIPP.

Apollo Multi Asset Management

 


 

Contact details:

Chris Warren - Head of Business Development 0203 291 2916 cmw@apollomam.co.uk
Ian Davies - Business Development Executive 0203 291 2916 id@apollomam.co.uk
James Snelling - Business Development Executive 0203 291 2916 JS@apollomam.co.uk
Ian Liddle - Partner 07850 896 502 il@apollomam.co.uk
Craig Wetton - Partner 01225 873 324 cw@apollomam.co.uk

 


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