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

1.404 -0.010 -0.55%

16/05 - 關閉. GBP 貨幣 ( 免責聲明 )

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: 58.1M

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

58.1M

費用

基金成立

2015年10月20日

投資策略

投資組合中大部份資產將投資於英國，但本基金亦可能在此地區以外持有投資。投資組合旨在提供英鎊的資本增長，並透過投資於廣泛的資產類別減低波動水平。本基金的長期預測比重預期將為75%股票。

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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