Welcome to Activus Wealth

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Introduction

The Activus Wealth funds all follow a thoughtful, disciplined and contrarian approach to investing in global markets.

The Activus Diversified Fund is a global multi-asset, multi-strategy fund with a strong focus on diversification, comprising a wide range of assets including company shares, private equity, hedge funds, infrastructure investment companies, asset backed securities, real estate, commodities and fixed income, resulting in the Fund having a low to medium risk profile. The asset allocation will vary depending upon the manager’s view of prevailing market conditions. The Fund is not constrained by a formal benchmark.

The Activus Investment Fund is a global multi-asset, multi-strategy fund with a strong focus on capital preservation, reducing volatility, preserving the real value of capital and then increasing its value when markets are viewed as sensibly priced. The asset allocation will depend upon the manager’s view of the potential future return of different underlying asset classes. The Fund is not constrained by a formal benchmark.

The Activus Opportunity Fund is a global multi-asset, multi-strategy fund with a strong focus on high returns and will therefore be likely to experience higher volatility than the Investment Fund. The Opportunity Fund will typically be focused on relatively fewer high conviction investments than the Investment Fund, augmented with shorter term opportunities resulting from perceived mispricing in the markets. The Fund is not constrained by a formal benchmark.