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114.53M
1.80%
Oct 16, 2014
The objective of the fund is to maximise total return (capital plus income) for investors over the long term, without exceeding a maximum equity exposure of 90%. It achieves this through a flexible asset allocation across a diversified range of asset classes, regions and currencies, incorporating the Investment Manager’s best investment views on a global basis within a suitable risk management framework. The Sub-Fund will invest, either directly or indirectly, in a range of asset classes including equities, fixed income securities, Money Market instruments, deposits, derivatives and warrants. The Sub-Fund may invest in directly held transferable securities.
Name | Title | Since | Until |
---|---|---|---|
Nick Lee | Director | 2014 | Now |
Biography | Director of Investment and Fund Management at Ashburton (Jersey) Limited. He has direct responsibility for the core services of Asset Management, Cash & Fixed Income and Equities Management through the Specialist Managers. Nick is also the Investment Manager responsible for the International Equity Funds and the Americas Fund. From 1979 to 1988, he worked in the Investment Management team at Barclays de Zoete Wedd. Nick is a Member of the Securities Institute and joined Ashburton in 1988. |
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