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2.31
-0.01
-0.25%
27/12 - 關閉. GBP 貨幣
- 晨星評級:
- 總資產: 153.91M
Neptune Income Fund C Acc GBP
2.31
-0.01
-0.25%
0P0000X63N綜觀
你可在本頁找到深入的Liontrust Income Fund C Acc GBP公司檔案，包括0P0000X63N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。
聯絡資訊
地址
2 Savoy Court London WC2R 0EZ
London,NULL NULL
United Kingdom
London,NULL NULL
United Kingdom
電話
+352 464010600
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Imran Sattar | Portfolio Manager | 2024 | now |
| 自傳 | Imran Sattar is Portfolio Manager for the Edinburgh Investment Trust plc and the Fund Manager responsible for managing the Liontrust UK Equity and UK Focus funds. Imran joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he had managed funds for four years, and is a member of the Liontrust Global Fundamental team. Before joining Majedie in 2018, Imran was a Managing Director and Fund Manager at Blackrock, where he managed UK equity funds with combined UK equity assets of over £2 billion. Imran joined Mercury Asset Management in 1997 (subsequently acquired by Merrill Lynch, now Blackrock). He holds a Bachelor of Sciences degree in Mathematics & Economics from the University of Warwick and is a CFA Charterholder. | ||
| Sam Bealing | Portfolio Manager | 2023 | 2024 |
| 自傳 | Sam Bealing is a Deputy Portfolio Manager on the Income fund as well as an analyst in the Global Fundamental team. Sam joined Liontrust in May 2022. Prior to joining Liontrust, Sam worked at UBS Investment Bank where he was a Director on the Specialist Equity Sales team covering Small & Midcaps and Real Estate. Sam holds a Bachelor of Arts degree in Economics and Management from Oxford University and is a CFA Charterholder | ||
| Dan Ekstein | Co-Portfolio Manager | 2022 | 2024 |
| 自傳 | Dan Ekstein is Co-Fund Manager of the UK Equity Income Fund on the Global Fundamental team. He joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he was an Equity Analyst for three years. Prior to joining Majedie in 2019, Dan worked at UBS Investment Bank where he was Head of European Food Retail Equity Research and previously a Director of Oil & Gas Equity Research. Dan holds a Bachelor of Arts degree in Accounting and Business Management from the University of Sheffield and is a Chartered Accountant (FCA). | ||
| Chris Field | Executive Director | 2022 | 2023 |
| 自傳 | Chris Field is Lead Manager of the UK Income Fund, Co-Fund Manager of the UK Equity and UK Focus Funds and Deputy Manager of the Edinburgh Investment Trust. Chris joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he had managed funds for 20 years, and is a member of the Liontrust Global Fundamental team. Before co-founding Majedie in 2002, Chris had been a Director at Mercury Asset Management (subsequently acquired by Merrill Lynch, now BlackRock). Chris joined Rowan Investment Managers (a predecessor firm to Mercury Asset Management) in 1980. Chris holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. | ||
| James O’Connor | Portfolio Manager | 2022 | 2023 |
| 自傳 | James is a fund manager of the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. He joined the team in 2023 and is a fund manager with 7 years of industry experience, having previously worked in global equities at Neptune Investment Management and Liontrust. James holds an MSc in education research from Oxford University and the equivalent of a first class A.B. degree in psychology and economics from Harvard University and is a CFA Charterholder. He also currently plays for the England men’s national team in netball. | ||
| Clare Pleydell-Bouverie | Portfolio Manager | 2021 | 2022 |
| 自傳 | Clare is a fund manager of the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. She joined the team in 2022 and is a fund manager with 7 years of industry experience, having previously worked in global equities at Neptune Investment Management, Liontrust and in private equity research across a variety of industries. Clare holds a first-class degree in history from Christ Church College, Oxford University and is a CFA Charterholder. | ||
| Robin Geffen | - | 2002 | 2022 |
| 自傳 | Robin is a fund manager as well as the leader of the Liontrust Global Equity investment team and architect of its investment process. Prior to joining Liontrust in October 2019, Robin was a fund manager and the CEO of Neptune Investment Management, which he founded in 2002. He has previously worked at Charterhouse J Rothschild, Eagle Star, York Trust plc, Scottish Equitable and Orbitex Investments. Robin graduated from Oxford University in 1979. | ||
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