News Details

New campaign for APS Funds

28/11/2019

 

Proven track record

 

APS Funds SICAV plc, in collaboration with APS Bank plc have launched a product campaign on all APS Funds. Till the 11th December, any application for APS Funds through APS Bank plc will be offered a 50% discount on the maximum initial fee. This promotion is offered for a limited time only and may be closed earlier.

APS Funds consists of three distinct funds each with its respective investment policy. The APS Income Fund primarily invests in equities and bonds listed in Malta. The APS Diversified Bond Fund mainly focuses on international debt securities issued by sovereigns and corporations. While the APS Regular Income Ethical Fund targets sustainable investments and avoids activities that are harmful to society. All three APS Funds have a proven track record, with APS Income Fund returning a 6.34% p.a. (31st Oct 2008 till 31st Oct 2019), APS Diversified Bond at 9.03% p.a. (31st  Oct 2018 – 31st Oct 2019) and APS Ethical Fund at 5.32% p.a. (31st Oct 2012 – 31 Oct 2019)*.

APS Income Fund and APS Regular Income Ethical Fund have both been awarded 5 stars by Morningstar, which is the highest rating a fund can achieve on this scale. The Morningstar Rating is a measure of a fund's risk-adjusted return, relative to similar funds. 

To learn more about APS Funds please visit www.apsfunds.com.mt or contact us on 21226644 to book an appointment with one of our Investment Services Officers/Advisors.

*Fund performance figures quoted represent annualised return since inception based on complete 12-month periods. The figures reflect the performance of accumulator investment classes and are net of all expenses.

The value of the investment may fall as well as rise and currency fluctuations may also affect the value of the investment. The performance figures quoted refer to the past and past performance is not a guarantee to future performance. Income and frequency of payments are not guaranteed. Investments are to be based on the APS Funds’ Prospectus, Fund Offering Supplements and KIIDs, which may be obtained from APS Bank plc, any of its branches and other licensed investment intermediaries, or www.apsfunds.com.mt. Any initial or exit fees that may apply may lower the amount invested and the amount received upon redemption. APS Funds SICAV plc is managed by ReAPS Asset Management Limited, a subsidiary of APS Bank plc, and licensed to provide investment services in Malta by the MFSA. APS Funds SICAV plc and its sub-funds are licensed by the MFSA as a Collective Investment Scheme pursuant to the Investment Services Act and the UCITS Directive. APS Bank p.l.c is a member of the Malta Stock Exchange, and is licensed by the Malta Financial Services Authority  to undertake the Business of Banking under the Banking Act 1994 and to conduct Investment Services business under the Investment Services Act 1994  and is enrolled in the Tied Insurance Intermediaries List under the Insurance Distribution Act 2018.

 

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APS Bank plc is regulated by the Malta Financial Services Authority as a Credit Institution under the Banking Act 1994 and to carry out Investment Services activities under the Investment Services Act 1994. The Bank is also registered as a Tied Insurance Intermediary under the Insurance Distribution Act 2018.