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Liontrust Ma Dynamic Passive Reserve Fund Class S Accumulation (0P00011WRO)

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1.57 0.00    0%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 86.67M
Type:  Fund
Market:  United Kingdom
ISIN:  GB00BCZW4S08 
Asset Class:  Equity
Architas Multi Asset Passive Reserve Fund S Net Ac 1.57 0.00 0%

0P00011WRO Overview

 
On this page you'll find an in-depth profile of Liontrust Ma Dynamic Passive Reserve Fund Class S Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P00011WRO among other information.
Category

GBP Moderately Cautious Allocation

Total Assets

86.67M

Expenses

Inception Date

Dec 03, 2013

Investment Strategy

The Fund seeks to achieve capital growth and income with a low level of volatility (risk), having a risk profile of 2, in a range from 1 to 7 where 1 is the lowest risk and 7 the highest. The Fund is an actively managed fund of funds. The Fund invests at least 70% of its assets in other funds (underlying funds), including funds which are traded on stock exchanges (investment trusts and exchange traded funds), other closed-ended funds and funds managed by the ACD or its associates. The underlying funds will invest globally (including in emerging markets) in a range of asset classes and financial instruments including shares, debt instruments (bonds) including those which can easily be converted into cash (money market instruments), freely transferable rights to buy other investments at a future date (warrants), financial contracts that derive their values from those of other investment instruments or indices (derivatives) and deposits.

Contact Information

Address 2 Savoy Court London WC2R 0EZ
London,NULL NULL
United Kingdom
Phone +352 464010600

Top Executives

Name Title Since Until
Not Disclosed - 2021 Now
Sheldon MacDonald - 2017 2021
Biography Sheldon joined Liontrust in October 2020. Before joining Architas in 2010, Sheldon was a fund of funds manager at Nedgroup Investments, part of Old Mutual plc. As well as running a variety of long only multi-asset strategies, Sheldon has extensive experience in the hedge fund space and, prior to joining Nedgroup Investments, was Head of Derivative Trading at Old Mutual Asset Managers in South Africa. Sheldon has a BComm in Financial Accounting and Economics and holds the IMC and is a CFA charterholder. He has over 25 years of investment experience.
Alex Burn - 2017 2020
Stephen Allen Senior Investment Manager 2011 2017
Biography Previously working as an analyst at AXA Winterthur, Stephen joined Architas when it was established in June 2008. Stephen oversees the Architas Multi-Asset Passive Range of funds including fund selection and the implementation of cash flows for these products and the various passive offerings available to our European clients. He is also responsible for recommending and reviewing passive investments for all Architas products. Additionally Stephen covers fund research across a variety of other sectors including leading the research for the three IMA managed sectors. Stephen’s investment experience has been gained from a variety of areas including a total of 15 years working for US investment bank, Morgan Stanley, where he was as an executive director on the programme trading desk, in charge of trade implementation. At Winterthur Life Stephen managed the Investment Technical Support Team, assisting Winterthur’s sales team and financial advisers on their collective investment offerings. He is an FCA approved person and has passed the IMC and other exams from the Securities Institute, including financial derivatives and commodities.
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