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Ct Responsible Uk Equity Fund B Acc (0P0000Z9QH)

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3.37 -0.03    -0.76%
13/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 475.84M
Type:  Fund
Market:  United Kingdom
Issuer:  BMO (F&C Management Ltd)
ISIN:  GB00B87YK665 
Asset Class:  Equity
F&C Responsible UK Equity Growth B GBP Acc 3.37 -0.03 -0.76%

0P0000Z9QH Overview

 
On this page you'll find an in-depth profile of Ct Responsible Uk Equity Fund B Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z9QH among other information.
Category

UK Flex-Cap Equity

Total Assets

475.84M

Expenses

Inception Date

Oct 29, 2012

Investment Strategy

The Fund aims to achieve capital growth, with some income, over the long term (at least 5 years). The Fund invests only in assets which meet the Fund’s predefined responsible investment criteria. The Fund is actively managed and invests at least 80% in shares of UK companies. These are companies in any economic sector and of any market capitalisation that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK.

Contact Information

Address PO Box 9040, Chelmsford, Essex, CM99 2XH
,
United Kingdom
Phone 020 7628 8000

Top Executives

Name Title Since Until
Catherine Stanley Head 2009 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.
Ted Scott - 2000 2009
Biography Ted Scott manages the Stewardship Growth and Stewardship Income Funds. Ted began his career at Schaverien & Co in 1981. He joined the company in 1984, initially taking responsibility for various sectors as a research analyst, before joining the Stewardship Team in 1987. Ted has been the lead fund manager on Stewardship Income since 1998 and on Stewardship Growth since 2000, when he took overall responsibility for the Stewardship funds. He graduated from Exeter University with a BA in Economics.
Hilary Aldridge specialist 2000 2008
Biography Hilary has over 11 years of investment experience. She joined F&C from Gerrards in 2001 and is a specialist in medium and smaller company investments. Hilary graduated from Birmingham University in 1997 with an LLB in Law and has obtained her Securities Institute Diploma.
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