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Our Investment Funds

The Activus fund range provides a range of clearly defined strategies aligned to different risk profiles Growth, Balanced and Conservative supporting adviser-led investment solutions. Each fund is actively managed using a consistent framework, with flexibility to adapt to changing market conditions while maintaining a clear mandate. This enables us to deliver scalable, transparent and outcome-focused portfolios for investors.

[ AOF ]

GROWTH

Activus Opportunity Fund

Designed for investors seeking long-term capital appreciation, the Activus Opportunity Fund invests predominantly in equities and specialist opportunities, with a higher tolerance for volatility.

Key Facts

Literature

[ AIF ]

Balanced

Activus Investment Fund

The Activus Investment Fund aims to deliver a balance of capital growth and income through a diversified portfolio across equities, fixed income and alternative assets.

Key Facts

Literature

[ AdF ]

Conservative

Activus Diversified Fund

The Activus Diversified Fund focuses on preserving capital while generating modest growth and income through investment in a portfolio composed of a significant exposure to fixed income and alternative investments.

Key Facts

Literature

Speak to the Activus Team

If you would like to discuss our funds, request further information, or speak with a member of the Activus team, please use the details below or complete the enquiry form, and a member of our team will respond promptly.

Welcome to Activus Funds

Terms & Conditions and Risk Warning

Please read this information carefully before proceeding.

This website is issued for information purposes only and is directed at persons to whom it may lawfully be communicated. It is not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.
This website is intended for both retail clients and professional clients (as categorised under the FCA Handbook).

Certain information may be relevant only to particular client categories and/or share classes; where this is the case it will be stated.

Nothing on this website constitutes, or should be construed as, an invitation, offer or solicitation to buy or sell units or shares in any fund. Any application to invest in a fund may only be made on the basis of the relevant fund documentation and, where applicable, via an appropriately authorised intermediary. If any material is stated to be directed only at professional clients (or other non-retail recipients), retail clients should not act on or rely on that material.

The Activus Wealth Funds are UK-domiciled OEICs. Apex Fundrock Limited acts as the Authorised Corporate Director (ACD) of the Funds and is responsible for their overall management and for ensuring the Funds are managed in accordance with applicable regulation. Whitman Asset Management Limited is the sponsor of the funds and has been appointed by the ACD as Investment Manager to manage the investment portfolios of the Funds.

Nothing on this website should be regarded as investment, legal or tax advice. If you are considering investing, you should seek advice from an appropriately authorised financial adviser. If you do not have a financial adviser, information on how to find one may be obtained at www.unbiased.co.uk.

In accordance with antimoney laundering and related regulations, investors may be required to provide additional identification documentation prior to investment. Full details are set out in the relevant Prospectus. If you are unsure about the meaning of any information provided, you should consult your financial adviser or other professional adviser.

By accessing this website, you acknowledge and accept that investing involves risk. The specific risks will vary by Fund and share class; the information below is a summary only.

The value of investments and any income from them may fall as well as rise and is not guaranteed. You may not get back the amount originally invested.
Past performance is not a reliable indicator of future performance.
Funds are valued based on the prices of underlying investments. In exceptional market conditions, dealing may be suspended and/or withdrawals may be delayed in accordance with the Prospectus.
OEICs investing in smaller or less liquid companies may experience greater volatility and liquidity risk than funds investing in larger, more established companies.
Tax treatment depends on individual circumstances and may change in the future.
Investments should be regarded as longterm.
A dilution levy may be applied when a Fund is expanding or contracting, which may have an adverse impact on returns depending on the timing of entry and exit. Further details are contained in the Prospectus and Supplementary Information Document.

Any research, analysis or opinions expressed on this website have been prepared by, or on behalf of, Whitman Asset Management Limited, in its capacity as Investment Manager, for information purposes only and may change without notice. Whilst information is believed to be reliable, no assurance is given as to its accuracy or completeness. Market conditions and opinions may change without notice. You should not rely on this material when making an investment decision.

Before making any investment decision, investors should read the relevant Key Investor Information Document (KIID) (or PRIIPs KID, where applicable), together with the Prospectus and any applicable Supplementary Information Document, which set out the Funds’ investment objectives, risks and charges. These documents are available from your authorised intermediary or from Apex Fundrock Limited (the ACD – https://www.fundrock.com/mi-fund-data/activus-wealth-ltd/.).