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callREACH US ON : O20 286 2000    Contact Centre: 0709 912 777

Apollo Unit Trust Funds

Unit trusts are collective investment vehicles in which investors’ funds are pooled together to purchase a portfolio of financial securities such as equities, bonds, bills etc. The total value of the pool invested is split into equal portions called units.

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Apollo Balanced Fund

This is a short to medium term investment product that aims to give a reasonable rate of interest while preserving capital and offering liquidity.

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Apollo Equity Fund

This fund aims to generate long-term capital growth through investment in quoted equities and by investing in a diversified range of e stocks across several sectors.

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Apollo Money Market Fund

This is a short to medium term investment product that aims to give a reasonable rate of interest while preserving capital and offering liquidity.

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Disclaimer

The value of investments can fall as well as rise and you may not get back the amount you have invested. Income from an investment may fluctuate in money terms. Past performance is not necessarily a guide to future performance. The price of shares, and the income therefrom if the collective investment scheme pays dividends, may go down as well as up; and Investors are reminded that in certain specified circumstances their right to redeem their shares may be suspended. Tax rates and reliefs may change and the value of tax rates and reliefs depend on individual circumstances. Accordingly, clients should seek independent professional advice on taxation implications before making any decisions about a financial product or class of products. The investment decision is yours. You should carefully consider whether any investment product or service mentioned herein is appropriate for you in view of your personal circumstances and are consistent with your investment objectives.

Financial Statements as at 31 December 2017

Financial Statements as at 31 December 2016

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