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投資組合將傾向於英國的投資,但亦可持有此一國家以外的投資。投資組 合旨在提供按英鎊計的資本增值,但透過於廣泛的資產類別中的策略性倉 盤減低波動水平。基金可將其淨資產的50%以上投資于UCITS和/或其他UCIs單位。該基金可投資於遠期外幣交換合約。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Andrew Hardy | Director of Investment Management | 2014 | now |
自傳 | Andrew Hardy is a long-standing member of Momentum’s UK investment team, having been with the company since 2005. Prior to his appointment as Director of Investment Management he was co-Head of Research and has managed portfolios for over ten years, leading on the Harmony Portfolios multi-asset range and global developed and emerging market equity funds. During his time at the company he has played a central role in developing the team’s investment philosophy and process while supporting business strategy and development. He is a CFA Charterholder and has a BSc in Economics from the University of Bath. | ||
James Klempster | - | 2011 | 2014 |
自傳 | James, who has 17 years of investment experience, joined Liontrust in February 2021 as Deputy Head of the Liontrust Multi-Asset team. James joined Liontrust from Momentum Global Investment Management, where he spent 14 years and was most recently Director of Investment and led the global investment team and solutions strategy. He was previously a portfolio manager at Avebury Asset Management and an assistant fund manager at NW Brown Group. He is a CFA charterholder. |
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