Activus Wealth Ltd (“Activus”) provides wealth management advice to private individuals, families and trusts. Activus aims to offer an unparalleled level of service with high quality financial advice to a limited number of clients. A bespoke service is provided to each client encompassing financial & tax planning, private client investment advice, discretionary money management and fund management. The principals of Activus each have more than 30 years’ relevant experience. Activus has hitherto developed organically through friends, business acquaintances and client referrals rather than through advertising so it relies on providing a consistently high level of service. Their approach to investment management aims for capital preservation with high risk adjusted long term returns and their financial planning looks to maximise the use of allowances while minimising taxes paid.
Activus Wealth Funds (“the Funds”)
All Activus principals have substantially all of their investible liquid net worth invested in the Activus Wealth Funds and most clients have a substantial portion of their assets in the Funds. There are currently two sub-funds and both are managed along similar principles to those which Activus has applied in managing segregated accounts.
The Activus Investment Fund aims to achieve capital growth and an annual return (before fees) of at least the Bank of England base rate plus 5% with lower volatility than global equity market indices. The portfolio will be diversified at all times in order to spread risk and reduce volatility. It will invest in a range of asset classes both directly and through other investment funds and exchange traded funds. The Fund may also invest in other transferable securities, including derivatives which may be used both for investment purposes and for Efficient Portfolio Management.
The Activus Opportunity Fund aims to achieve a higher risk-adjusted rate of return on capital than global equity indices. The portfolio will be constructed using a global multi-asset approach and no formal benchmark will be adopted. It will invest in collective investment schemes, listed investment companies and Exchange Traded Funds giving indirect exposure to a diversified range of asset classes. These asset classes will vary over time depending on the manager’s view of potential future return due to relative value and pricing inefficiencies, but will be selected from the following: equities, fixed income, private equity, currencies, commodities, real estate and alternative investment strategies. The Fund may also invest in other transferable securities, including derivatives which may be used both for investment purposes and for Efficient Portfolio Management.
+44 (0)345 026 4285