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Private Bank Funds I - Access Balanced Fund (gbp) C (acc) (0P00012I3Q)

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170.710 -0.450    -0.26%
19/11 - Delayed Data. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 524.93M
Type:  Fund
Market:  Luxembourg
ISIN:  LU0622329273 
Asset Class:  Equity
Private Bank Funds I Access Balanced Fund (GBP) 170.710 -0.450 -0.26%

0P00012I3Q Overview

 
On this page you'll find an in-depth profile of Private Bank Funds I - Access Balanced Fund (gbp) C (acc). Learn about the key management, total assets, investment strategy and contact information of 0P00012I3Q among other information.
Category

GBP Moderate Allocation

Total Assets

524.93M

Expenses

0.84%

Inception Date

Jun 19, 2013

Investment Strategy

To achieve a total level of return in GBP in excess of global equity and debt markets by investing primarily in a diversified portfolio of UCITS and other UCIs and using financial derivative instruments where appropriate.

Contact Information

Address European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Phone +352 34 101

Top Executives

Name Title Since Until
Anthony Hopkinson - 2019 Now
Nicolas Budry - 2015 2020
Renato Iversson - 2015 2020
Michel Perera Portfolio Manager 2011 2015
Biography Michel Perera, managing director, is an international offshore private banking portfolio manager, based at JPMorgan Private Bank, London;A JPMorgan Private Bank employee since 1997, Michel previously spent six years managing and advising on all asset classes for a Middle Eastern individual private investment office;Michel holds an MBA from Harvard and degrees from Ecole Superieure de Commerce de Paris and the Sorbonne.
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