APEX FUND
Apex Fund of Savings UK Ltd was established with the mission to provide bespoke financial services and investment opportunities to individuals, corporations, and institutional investors. The company prides itself on leveraging in-depth market insights, advanced financial strategies, and a client-centric approach to deliver consistent, superior returns.
Apex Fund of Savings UK Ltd has become a cornerstone in the financial landscape with its associated terms Apex Investment Fund, Apex Capital Fund, and Apex hedge Fund.
Investment funds are essential because they allow individuals to invest in a mix of assets without needing large sums of money. By pooling resources with others, you lower your risk. Apex Fund admin teams maintain these funds, ensuring everything is run smoothly.
How Does Apex Fund Work?
Apex Fund pool money from multiple investors. This allows them to invest in stocks, bonds, or other financial securities. Each investor gets a share of the profit based on how much they invested.
Overview
Creation date | 20th Oct 2014 |
Minimum Investment | |
Supported Currencies | GBP, EUR, USD |
Fund invests in | STOCKS & Projects |
Target AER | 20-35% |
Since 2014 Return on Investment (ROI) |
402% |
Ongoing charges (OCF)
0.20% | Transaction fee applies | iManagement fees |
Risk
6 | 6 out of 7 | iSynthetic Risk and Reward Indicator (SRRI) |
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Objective
- The Apex Fund seeks to hold investments that will earn money and increase in value through a diversified portfolio of projects and stocks. Here’s a breakdown of its allocation:
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- Gold (10%): Precious metals like gold are often considered a safe-haven investment, especially during uncertain economic times.
- Forex (10%): This refers to foreign exchange trading, where currencies are bought and sold. It can be volatile but offers potential returns.
- UK/EU Stocks (10%): Investing in stocks of companies based in the United Kingdom and European Union provides exposure to developed markets.
- US Stocks (10%): The US stock market is one of the largest and most influential globally, offering a wide range of investment opportunities.
- Emerging Markets (30%): These are countries that are progressing toward development, often characterized by growth in financial markets.
- Tech & Innovation (30%): Investing in technology companies and innovative ventures can lead to substantial gains.The Apex Fund seeks to hold investments that will earn money and increase in value through a diversified portfolio of stocks and projects. Here’s a breakdown of its allocation:
- The Fund gains exposure to shares and bonds and other similar fixed income investments by investing more than 90% of its assets in SAVINGS UK LTD passive funds that track an index (“Associated Schemes”). Direct investment in shares and bonds and other similar fixed income investments may also be made.
- The Fund is actively managed in that the Investment Advisor has discretion in respect of the Associated Schemes in which the Fund may invest and the allocations to them, each of which may change over time. The Investment Advisor manages the Fund through the pre-determined exposure to shares and bonds (and other similar fixed income investments), as detailed above.
- The Mutual Fund will have exposure to shares of UK companies and non-UK companies (including emerging markets (i.e. countries that are progressing toward becoming advanced, usually shown by some development in Financial markets, the existence of some form of STOCK EXCHANGE and a regulatory body)), and to Sterling-denominated and non-Sterling denominated bondd (including government bonds, index-linked bonds and UK investment-grade bonds). The UK will generally form one of the largest single country exposures for shares and bonds.
- The Fund attempts to remain fully invested and hold small amounts of cash except in extraordinary market, political or similar conditions where the Fund may temporarily depart from this investment policy.
Annual Gain
Past performance is not a reliable indicator of future results.
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Performance will not be shown for funds which do not have one full year of data available.
Basis of fund performance NAV to NAV, net of expenses, with gross income reinvested. For ETFs, where the base currency is either Euro or US Dollar, returns may increase or decrease as a result of currency fluctuations.
Funds gain based on a £10,000 investment
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Benefits of Investing in Apex Fund
Investing with Savings UK Ltd brings several benefits:
- Professional Management: Skilled fund managers do the hard work for you.
- Diversification: Your money goes into various investments, reducing risk.
- Accessibility: You can start investing with a lower amount compared to direct stock purchases.
Financial experts often recommend pooling resources as a smart way to build wealth.
Is It Safe to Invest?
While no investment is without risk, Apex Investment Fund has built a solid reputation over the years. Funds are usually regulated to ensure they meet safety standards. “The best investors understand risk,” one expert once said.
Working with Apex Fund Admin
Apex Fund admin plays a crucial role. They manage the day-to-day operations like record-keeping and reporting. This allows investors to focus solely on maximizing their wealth.
Transparency and Accountability
Transparency is vital for investors. StockExchange.EU provides regular updates about fund’s performance. You can easily access detailed reports, helping you stay informed about your investment’s progress.
The Role of Savings UK Ltd.
Before you dive into investments, it’s essential to have a solid savings foundation. Savings UK Ltd focuses on safe practices to grow your savings before engaging in riskier investments. Saving money helps build a cushion for more significant investments in Apex Hedge Fund or similar options.
Combining Savings and Investments
Smart investing starts with understanding how savings impact your financial health. Having a portion of your income set aside helps you take calculated risks in investment funds like the Apex Capital Fund.
Conclusion
In summary, understanding Apex Fund and it’s investment strategies is vital for aspiring investors. Their broad range of options makes it possible to match your individual needs and risk factors. Investing can unlock the doors to financial freedom, starting with a solid understanding of options. If you’re ready to take your first step, look into Savings UK Ltd, and see how they can align with your goals. With the right approach, you may not just grow your savings, but also secure a comfortable future for yourself.
This website is designed to give you information on the products and services offered by StockExchange.EU. If you are unsure whether these are suitable for you, please speak to a Investment/ Financial Advisor. Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, may fall or rise and you might get back less than you invested.