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The Fund aims to achieve a balance of income and capital growth over the medium to longer term (not less than 5 years). The Fund will seek to achieve its objective by investing not less than 80% of its assets in a variety of bonds, directly (in individual gilts and bonds, most likely in times of market stress) or indirectly through collective investment schemes such as unit trusts, openended investment companies, other UCITS funds, exchange traded funds and closed-ended schemes.
Name | Title | Since | Until |
---|---|---|---|
Tom Buffham | Portfolio Manager | 2018 | Now |
Biography | Tom Buffham, a CFA charterholder, joined Octopus in 2017 and is primarily responsible for fixed income investments. Tom began his career as a hedge fund analyst at Dresdner Klienwort before working in risk. Most recently, he worked at Aviva Investors for over 4 years as a member of the multi manager team. Tom graduated with a MPhys (Honours) in Physics from Warwick University. | ||
Danial Azmayesh | Portfolio Manager | 2017 | Now |
Biography | Danial Azmayesh, a CFA charterholder, was a member of the implementations team behind the launch of Octopus Portfolio Manager in 2010, by which time he had already been with the company for two years. He developed a number of tools to help advisers and then joined the team as a fund analyst in 2012. Dan has a BSc in Mathematics from King’s College London. | ||
Bish Limbu | Fund Manager | 2009 | Now |
Biography | Bish Limbu, a CFA charterholder, joined Octopus in 2008 and now looks after the UK equity, distribution, balanced and absolute return strategies. Previously he worked as a fund analyst for Bestinvest Brokers and was a member of the multi manager team at Barclays Wealth. Bish graduated with a BA Honours in Engineering and Computing Science from Oxford University. | ||
Colin Lunnon | Fund Manager | 2012 | 2017 |
Biography | Colin is a fund manager on the multi-manager team at Octopus. Prior to joining Octopus in 2008 he held roles at Killik & Co., Barclays Wealth and Morley Fund management. His most recent focus has been on equity risk management and multi-manager risk monitoring. Colin has over 13 years' experience in manager research and portfolio/fund management. Colin holds an MSc in International Securities, Investment and Banking from the ICMA Centre at Reading University. He is a Chartered Financial Analyst charterholder and a Fellow of the Securities Institute |
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