MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective is to achieve an annual gross return of the Bank of England base rate + 5% over the full market cycle without the constraints of any fixed asset allocation parameters.

Fund Managers

David Ferguson

Dave established Activus Wealth in 2012 and has more than 25 years of investment and risk management experience. He joined Citibank in 1988 and spent 5 years as a quantitative analyst and portfolio manager. From 1993 to 2002 he was primarily based in Bermuda where he was a principal and portfolio manager in the hedge fund industry managing institutional and high net worth investor money. From 2003 to 2009 he was a principal and portfolio manager for institutional investment advisers including Fortress and Apollo in London, Montreal and New York. Dave has a broad investment experience which includes value investing, global macro, relative value & arbitrage, investment companies & open ended funds, private equity, asset backed securities, fixed income, swaps, futures, options, debt structuring, equities and foreign exchange. Dave graduated in 1988 with a degree in Mathematics from the University of London and holds the Diploma in Regulated Financial Planning and the Chartered Financial Analyst designation.