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Share Type Tax Domicile Fund Launch Date X Y Z SEDOL Inc B6RYXB8 BRRHVB0 BPX33C3 Acc B6RLZP7 BRVVPF0 Investment Manager's Fee 0.40% 0.40% 0.25% Ongoing Charges Inc 0.91% 0.86% 0.76% Acc 0.91% 0.86% Initial Charges 0.00% 0.00% 0.00% Transaction Costs Inc 0.14% 0.12% 0.12% Acc 0.13% 0.09% ACD Dealing Daily Accumulation
Source: Bloomberg and FE Analytics
Source: Bloomberg and FE Analytics
3 6 12
X Share Class Y Share Class Z Share Class Tutman Fund Solutions Limited
SVS Saltus Wealth Fund - Quarter 3 2026
SV SV S Sa Sa l t u s W e a l t h F u n d F u n d F a c t s Saltus Wealth Fund (SWF) is an onshore daily dealing OEIC. It s eeks to generate a combination of income and capital growth over the long term (rolli ng 7 year periods), with a volatility of returns of no more than 2/3rds of the vo latility level of MSCI AC World Index (over rolling 3 year periods). Investors should note that their capital is at risk and that the re is no guarantee that either a positive return or the volatility target will be achieve d over the stated, or any, time period. Investments are made across all asset classes, free from geographical or traditional benchmark constraints. Portfolio construction is carefully m onitored to avoid unwanted correlations. Shareholders may compare the performance of the fund to the Investm ent Association Mixed Investment 20-60% shares sector total return over a rolling 7 year periods. The ACD has selected this comparator benchmark as the ACD believes it best reflects the investment objective. The benchmark is not a target for the fund , nor is the fund constrained by the benchmark.
Fund Type Open Ended Investment Company Accumulation and Income UK 12 October 2010 Share Class
P r i c e
Income 193.30 194.40 121.80
T o p 1 0 H o l d i n g s 5 Y e a r R i s k v s R e t u r n Fidelity Index US RS Acc GBP 7.0% Royal London Short Duration Gilts 6.0%
Dealing Line 0141 483 9700 235.40 117.80
Artemis Short-Duration Strategic Bond 5.5% iShares S&P 500 Equal Weight Index S GBP 5.0% iShares UK Equity Index 4.5% MS Emerging Market Debt Opp 4.5% Latitude Global B Acc 4.5%
1 year 3 years 5 years 10 years
NB Event Driven I5 Acc GBP 4.0% Artemis SmartGARP Global Emerging Market 3.5% UBS HOLT Value Tilted Developed 1000 3.5%
Past performance is not a guide to future performance. The value of an investment and the i ncome from it may go down as well as up and investors may not get back the amount originally invested.
IA Mixed Investment 20-60% Shares -1.0% -0.1% 6.4% 8.2% 30.1% 21.2% 52.3%
Source: Bloomberg and FE Analytics
Disclaimer This document contains information and analysis that is believ ed to be accurate at the time of publication but is subject to chan ge without notice. Whilst care has been taken in compiling the content of this document, no representation or warranty, express or implied, is made by Saltus LLP as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified. Saltus Asset Management is a trading style of Saltus Partners LLP which is authorised and regulated by the Financial Conduct Autho rity and is incorporated as a limited liability partnership in England and Wales. Registered office: Solent Busi ness Park, 4500 Parkway, Whiteley, Fareham PO15 7AZ. Registered number OC308328. VAT number 843472226 Historical performance figures are for the Saltus Wealth Fund X Income Sh are Class.
Saltus Wealth Fund -0.1% 0.3% 8.5% 10.1% 38.4% 35.2% 83.4%
Total 48.0% A s s e t A l l o c a t i o n B r e a k d o w n 1 0 Y e a r P e r f o r m a n c e
D i s c r e t e P e r f o r m a n c e 1 month 3 months 6 months
90
100
110
120
130
140
150
160
170
180
190
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Saltus Wealth Fund IA Mixed Investment 20-60% Shares
Saltus Wealth Fund
IA Mixed Investment 20-60% Shares 0%
2%
4%
6%
8%
10%
0% 1% 2% 3% 4% 5% 6% 7% 8%
Annual return
Annualised volatility
Cash + Cash Funds Long / Short Equity Commodities Gold Gold Miners Global Macro Hedge Convertible Arbitrage Absolute Return Emerging Market Debt Global High Yield Global Investment Grade Index Linked Bonds UK Government Bond Government Bonds Emerging Market Equity Japan Equity Europe Equity UK Equity US Equity Global Equity
0% 5% 10% 15% 20% 25%
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