Momentum Global Funds Harmony Sterling Growth Fund Z1(0P0001984A)

盧森堡

從投資組合中新增/移除新增至觀察名單

1.414 +0.003 +0.18%

23/12 - 關閉. GBP 貨幣

種類: 基金

市場: 盧森堡

發行者: Momentum Global Investment Mgmt Ltd

國際證券識別碼(ISIN): LU1245256752

資產類別: 其他

晨星評級:
總資產: 44.89M

0P0001984A綜觀

你可在本頁找到深入的Momentum Global Funds Harmony Sterling Growth Fund Z1公司檔案，包括0P0001984A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

44.89M

費用

基金成立

2015年10月20日

投資策略

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。

聯絡資訊

地址 62 Queen Street, London
London,London EC4R 1EB
United Kingdom

電話 +44 20 76181803

網絡 momentum.co.uk

主要管理層

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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