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The Fund’s investment objective is to achieve capital growth over the long term, which should be considered as a period of 7-plus years, by predominantly investing in the shares of companies globally that are listed on a stock exchange. At least 90% of the Fund will be invested in shares of companies globally, both in developed and emerging markets. These will be businesses that are listed on stock exchanges in their respective countries. There are no restrictions on the Fund in terms of sector and market capitalisation.
Name | Title | Since | Until |
---|---|---|---|
Mike Fox | Portfolio Manager | 2024 | Now |
Biography | Mike is investment manager of the CIS Sustainable Leaders Trust and has been doing this job since November 2003. Mike selects, from the list of companies meeting the criteria of the Trust, the companies most likely to provide strong investment performance. | ||
George Crowdy | - | 2024 | Now |
Biography | George Crowdy is an Investment Manager at Janus Henderson Investors, a position he has held as part of the Henderson team since 2016. Mr. Crowdy joined Henderson in 2010 as part of the trainee scheme and moved on to the graduate scheme in 2011. He was promoted to an analyst role on the global equities team in 2013. Mr. Crowdy graduated with a BSc (Hons) degree in economics and finance from the University of Southampton. He holds the Investment Management Certificate and the Chartered Financial Analyst designation and has 8 years of financial industry experience. | ||
Peter Rutter | Head of Global Equities | 2017 | 2024 |
Biography | Peter is a Senior Portfolio Manager with over 15 years of experience. Prior to joining Royal London Asset Management, Peter was Head of Global Equities at Waverton Investment Management, where he worked alongside Kenney and Clarke under the same team construct. Prior to this, Peter was a partner at Iron Bridge Capital Management for six years, where he co-managed the £3bn Iron Bridge Global Select equity strategy delivering a successful 5-year performance track record. Previously, he worked closely with Kenney in the global equities team at Deutsche Asset Management. Peter graduated from Christ’s College, Cambridge University, with a starred double first class degree in Geography, is a CFA charter holder and a chartered management accountant (ACMA, CGMA). | ||
Will Kenney | Portfolio Manager | 2017 | 2024 |
Biography | Education: 1999 - Durham University -- BS Economics & Politics | ||
James Clarke | Portfolio Manager | 2017 | 2024 |
Biography | James is a Portfolio Manager with over 15 years of experience. Prior to joining Royal London Asset Management, James was Head of Global Equities at Waverton Investment Management, where he worked alongside Kenney and Rutter under the same team construct. Prior to this, James was a partner at Iron Bridge Capital Management for six years, where he co-managed the £3bn Iron Bridge Global Equity strategy with Rutter, delivering a successful performance track record. Previously, he worked closely with Kenney on the global equities team at Deutsche Asset Management. James graduated from Warwick University with an honours degree in Economics and is a CFA charterholder. |
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