VT AJ Bell Balanced Fund Class I Accumulation(0P00019YY3)

倫敦

從投資組合中新增/移除新增至觀察名單

1.502 -0.005 -0.31%

20/12 - 關閉. GBP 貨幣

種類: 基金

市場: 英國

發行者: Valu-Trac Investment Management Limited

國際證券識別碼(ISIN): GB00BYW8RX12

資產類別: 股票

晨星評級:
總資產: 1.23B

0P00019YY3綜觀

你可在本頁找到深入的VT AJ Bell Balanced Fund Class I Accumulation公司檔案，包括0P00019YY3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 Moderately Adventurous Allocation

總資產

1.23B

費用

基金成立

2017年4月18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 Flintfoft	-	2023	now
Tom McGoldrick	-	2022	now
Jamie Ward	Head of Investment Solutions	2022	2023
自傳	Jamie graduated with a first class degree in Financial Mathematics from the University of Hull. He began his career as a Trainee Fund Manager at Brown Shipley in 2006, before moving to Williams de Broe in 2011. In 2013 he helped set up a hedge fund for Wolos Capital and took responsibility for a global equity book. In 2014 he became a Fund Manager at Oriel Asset Management where he ran their UK fund until 2021.
Matt Brennan	-	2017	2022
自傳	Matt is responsible for the day-to-day running of the AJ Bell Funds, working with the investment team to further grow the range of investment options. He joined AJ Bell with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.
Terry McGivern	-	2017	2022
自傳	Terry’s career in financial services began in 2005 on the Settlements Team at a major bank. He later moved to an investment management company and then to a leading provider of financial services. In 2010, he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers. Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Terry holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 2 exam.

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