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The investment objective of the Portfolio is to make available to investors participation in a Portfolio consisting of listed securities of companies on a worldwide basis. The investment policy is directed towards achieving long term capital growth through investment in small and medium sized companies. The Portfolio will invest more than 50% in equity securities in the sense of sec. 2 para. 8 of the GITA. The Portfolio is actively managed. The Investment Manager believes that an appropriate comparator benchmark for reviewing fund performance is the MSCI World Small Cap NR Index, given the investment policy of the Portfolio and the approach taken by the Investment Manager. The Portfolio is not constrained by this benchmark and has significant freedom to invest in a portfolio that is materially different to the benchmark's own composition.
Name | Title | Since | Until |
---|---|---|---|
Catherine Stanley | Head | 2015 | Now |
Biography | Catherine Stanley is a Managing Director and Head of the Global Small Cap team. Since June 2009, Catherine has been Lead Manager of the BMO Responsible UK Equity Fund and the BMO Responsible UK Income Fund and in June 2013 the Global Smaller Cap Equity Fund was launched with Catherine as Lead. She joined the Group in 2000. Prior to this Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA Society of the UK. |
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