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Climate Assets Balanced Fund B Gbp Accumulation (0P0000XYZJ)

London

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2.52 -0.01 -0.36%

30/01 - Delayed Data. Currency in GBP

Morningstar Rating:
Total Assets: 372.03M

Type: Fund

Market: United Kingdom

Issuer: Thesis Unit Trust Management Limited

ISIN: GB00B3K3HX15

Asset Class: Other

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0P0000XYZJ Overview

On this page you'll find an in-depth profile of Climate Assets Balanced Fund B Gbp Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000XYZJ among other information.

Investment Strategy

The investment objective of the Fund is to provide a balance of capital growth and income, net of fees, over the longer term (rolling 5 year periods). The Fund focuses on sustainable investment. The Fund will aim to achieve the investment objective by investing in a global portfolio which is comprised of: Equity securities (60% to 75%), Corporate bonds and government bonds (5% to 25%), Alternatives (up to 25%) – alternatives would be defined as assets that have historically (over 5 years or more) had a low correlation to equity markets, such as investment trusts focusing on social or green infrastructure, Permitted closed-ended funds, including investment trusts and real estate investment trusts (up to 20%), Warrants (up to 5%), Cash (up to 10%).

Contact Information

Address Exchange Building
Chichester,West Sussex
United Kingdom

Phone +44 1243 531234

Fax 44 (0)1243 539094

Web www.tutman.co.uk

Top Executives

Name	Title	Since	Until
Caroline Langley	-	2018	Now
Biography	Caroline has almost 20 years of investment experience and over 15 of those are with Quilter Cheviot where she has worked since 2006. She first trained as a Chartered Accountant at PricewaterhouseCoopers before spending two years as a consultant in their Sustainable Business Solutions team. Caroline graduated in Human Sciences from Oxford University in 1997 and also holds a Masters degree in Environmental Technology (specialising in Global Environmental Change and Policy) from Imperial College
Claudia Quiroz	Head	2010	Now
Biography	Claudia has over 20 years of experience in Sustainable,Ethical and Responsible Investment and joined QuilterCheviot in 2009. She is the Lead Fund Manager of ouraward-winning Climate Assets Balanced Fund. Claudia’sportfolio management experience extends to privateclients, pensions, and charities with a focus on sustainableinvestment. She is a voting member of our InternationalEquities Stock Selection Committee, a Chartered Memberof the Chartered Institute for Securities & Investment, andthe winner of the Wealth Manager of the Year at the City ofLondon Wealth Management Awards in 2021.

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