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7im Sustainable Balance Fund S Inc (0P000127V6)
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13/11 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 748.39K
7IM Sustainable Balance S GBP Inc
1.31
-0.00
-0.37%
- Overview
- Profile
- Historical Data
- Holdings
0P000127V6 Overview
On this page you'll find an in-depth profile of 7im Sustainable Balance Fund S Inc. Learn about the key management, total assets, investment strategy and contact information of 0P000127V6 among other information.
Investment Strategy
The Fund aims to provide a balance of income and capital growth. The Sub-Fund invests at least 80% of its assets in a range of shares and corporate bonds, supranational and government bonds and other funds managed by selected fund managers. Up to 20% of the Sub-Fund will be invested in liquid assets such as cash, deposits, money market funds and money market instruments, as well as warrants.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Uwe Ketelsen | - | 2021 | Now |
| Biography | Uwe joined 7IM in February 2021 as Head of Portfolio Management. He has more than 20 years experience in investment management, spanning top-down and bottom-up research, asset allocation, fund selection, and portfolio & risk management, across both traditional & alternative investments. Uwe began his career at UBS in Switzerland and the United States, focusing on economic research, country & industry risk analysis and loan portfolio management. He then joined Dresdner Bank in Switzerland as Portfolio Manager & Equity Analyst and designed Dresdner’s Alternative Investment Platform. He joined Barclays Wealth in the UK in 2005 building its alternative investment product offering, with a particular focus on property and commodities. The last 13 years Uwe has held various leadership roles in investments at Coutts, most recently as Head of Fund Research. He has developed a passion for transparency, liquidity and delivering value for money to clients, as well as patient investment and active engagement. | ||
| Martyn Surguy | - | 2018 | Now |
| Biography | Martyn joined 7IM in 2018 as Chief Investment Officer. He spent 15 years at Deutsche Bank where he was Chief Investment Officer (CIO) of the International and UK businesses before joining Morgan Stanley where he was CIO of the EMEA wealth management business. Before that, he spent seven years at Rothschilds managing private client portfolios. Latterly, he was Head of Portfolio Management at Credit Suisse UK. He has over 25 years of discretionary investment management experience. Martyn qualified as a Chartered Accountant with KPMG in 1989 and is a graduate of York University with a degree in Politics. | ||
| Terrence Moll | - | 2018 | Now |
| Biography | Terence joined the Investment Team at 7IM in 2018 after four years at Coutts as Head of Investment Strategy, where he was co-responsible for the firm’s investment performance. Before that he was Head of Multi-Asset Allocation at Universities Superannuation Service, now the UK’s largest pension fund. Terence holds a Ph.D. in Economics from Cambridge and has published a number of papers in economics and related subjects. | ||
| Duncan Blyth | - | 2016 | Now |
| Biography | Duncan joined 7IM on its acquisition of Tcam Asset Management, where he managed the Investment Research Team and helped formulate and implement the firm’s investment strategy. Duncan works in the Portfolio Management Team at 7IM and is responsible for the 7IM Select strategies which are designed for the firm’s Private Clients. He started his career in institutional fund management at Ivory & Sime in 1997 and following a period in corporate finance, Duncan joined the Investment Team at Turcan Connell in 2006. He has a BSc in Actuarial Mathematics and Statistics, MSc in Investment Analysis and is a CFA Charterholder. | ||
| Matthew Yeates | - | 2014 | Now |
| Biography | Matthew is Deputy Chief Investment Officer and leads alternatives and quantitative research at 7IM,sitting on the investment committee. He was the lead designer of 7iM’s Retirement Income Service (RIS) and joined 7iM in 2014 to help establish the investment risk function. Matthew came to 7iM from Brewin Dolphin where he worked as a Quantitative Analyst in Investment Research. He holds a degree in Economics from University College London and is both a Chartered Financial Analyst® (CFA) charterholder and a Certified Financial Risk Manager. He was named in Forbe’s 30 under 30 list for 2020 and was the youngest of Financial New's rising stars of asset management in 2017. | ||
| Ahmer Tirmizi | - | 2011 | Now |
| Biography | Ahmer joined 7IM in 2011 first as Research Analyst and is now the Head of Fixed Income Strategy. He also leads the Investment Management Team’s fixed income group. His specialist areas include Macroeconomics, top-down investment strategy and fixed income. Ahmer first graduated in Economics from Royal Holloway, University of London but also later graduated with a MSc in Economics from Birkbeck, University of London. | ||
| Ben Kumar | - | 2011 | Now |
| Biography | Ben joined 7IM in 2010 as a Research Analyst after completing his degree in maths and philosophy in Bristol. Ben became an Investment Manager in 2013, and is now the Head of Equity Strategy in the Investment Team, specialising in behavioural finance. Ben appears regularly on radio and television, discussing the financial world. | ||
| Tony Lawrence | - | 2007 | Now |
| Biography | Tony is the Head of Model Portfolio Management at 7IM and leads on the active manager portfolios. He also sits on the fixed income group and takes sector ownership for credit strategies. Tony started at 7IM in 2015 to drive forward the fund selection process, having joined from Columbia Threadneedle where he was Head of Analytics on the Multi-Manager team. Tony graduated in Maths with Finance from the University of Southampton and is both a CFA and CAIA charterholder. | ||
| Ian Jensen-Humphreys | - | 2017 | 2018 |
| Biography | Ian is manager of the Cirilium Blend and Generation portfolio ranges. He joined the business in March 2020 from Seven Investment Management (7IM), where he was most recently deputy chief investment officer. He joined 7IM in 2016 as a senior investment manager, focusing on derivatives and alternatives within the multi-asset portfolios, and also co-managed the 7IM Real Return Fund. Ian started his career at Goldman Sachs, where he spent 15 years specialising in risk management and portfolio hedging strategies, before joining Citigroup where he was responsible for identifying strategic investment solutions for UK pension funds. Ian is a CFA Charterholder and has a degree in Physics from Oxford University. | ||
| Chris Darbyshire | - | 2013 | 2017 |
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