VT Greystone Cautious Managed Fund R Acc(0P0000XXV9)

倫敦

從投資組合中新增/移除新增至觀察名單

1.77 0.00 0%

26/11 - 延遲資料. GBP 貨幣

種類: 基金

市場: 英國

發行者: Margetts Fund Management Limited

國際證券識別碼(ISIN): GB00B84ZNJ63

資產類別: 股票

晨星評級:
總資產: 43.13M

0P0000XXV9綜觀

你可在本頁找到深入的VT Greystone Cautious Managed Fund R Acc公司檔案，包括0P0000XXV9的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

GBP Moderate Allocation

總資產

43.13M

費用

0.83%

基金成立

2012年12月3日

聯絡資訊

地址 Orton Moray IV32 7QE
Orton,Moray IV32 7QE
United Kingdom

電話 01343 880344

網絡 www.valu-trac.com

主要管理層

名稱	主旨	成立於	直至
James Menzies	Investment Director	2014	now
自傳	James Menzies joined Greystone in December 2001 and became Investment Director in 2005. He leads the Greystone investment team and helped develop our fund of fund proposition. James contributes on asset allocation, fund selection and risk management at our fortnightly investment committee meetings. He is responsible for oversight of our investment philosophy, process and fund performance. James has grown the investment team over time and works closely with a group of talented analysts. He mentors university placement students through our yearlong intern programme, and has done so for over a decade. In recent years, he has been involved with the summer internship scheme for local sixth form pupils, offering work experience within our fund management team. James holds a BA (Hons) in International Relations from Nottingham Trent University and an MA in Finance and Investment from the University of Exeter. He is an associate member of CFA UK (formerly the UK Society of Investment Professionals) and holds professional qualifications in portfolio management, derivatives and investment analysis. James is a chartered fellow of the Chartered Institute of Securities and Investment and a Chartered Wealth Manager. He brings 19 years of experience to the role.

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