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S&W Saltus Wealth Fund

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SWSAWAI:LN
111.90
GBp
0.20
0.18%
As of 00:59:30 ET on 07/28/2015.
Fund Type
OEIC
52Wk Range
104.60 - 115.80
1 Yr Return
5.78%
YTD Return
3.38%
Previous Close
112.10
52Wk Range
104.60 - 115.80
1 Yr Return
5.78%
YTD Return
3.38%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/28/2015)
111.9
Total Assets (m GBP) (on 07/27/2015)
19.000
Inception Date
10/12/2010
Last Dividend (on 03/02/2015)
1.823
Dividend Indicated Gross Yield
1.81%
Fund Managers
DAN KEMP
Front Load Fee
1.50%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.15%
Expense Ratio
-
Top Fund Holdings
Name Position Value % of Fund
CF Lindsell Train UK Equity Fu 701.01 k 1.54 m 9.56
iShares Core FTSE 100 UCITS ET 225.00 k 1.46 m 9.08
Morgan Stanley Investment Fund 42.29 k 1.31 m 8.15
AcenciA Debt Strategies Ltd 1.20 m 1.24 m 7.70
PFS Chelverton UK Equity Incom 1.09 m 1.21 m 7.53
CG Portfolio Fund plc - The Ca 8.10 k 1.04 m 6.46
iShares MSCI Japan GBP Hedged 18.00 k 1.02 m 6.33
CF Miton UK Smaller Companies 468.70 k 839.87 k 5.21
Artemis Global Income Fund 979.11 k 806.40 k 5.00
Legg Mason Global Funds PLC-Le 11.40 k 799.13 k 4.96
Profile
S&W Saltus Wealth Fund is an open-end fund incorporated in the United Kingdom. The Fund aims to generate returns in excess of inflation with no more than 2/3 of the volatility of the FTSE 100 Index over a rolling 3-year period. The Fund will invest in a broad range of investments, including transferable securities, money-market instruments and investment trusts.
ADDRESS
Saltus Partners LLP
72 New Bond Street
London, W1S RR
PHONE
Phone: +44 207 499 0200