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Ct Mm Lifestyle 5 Fund B Inc (0P0000KLOP)
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29/11 - Closed. Currency in GBP
- Morningstar Rating:
- Total Assets: 230.27M
Type:
Fund
Market:
United Kingdom
Issuer:
BMO (F&C Management Ltd)
ISIN:
GB00B4YRCK80
Asset Class:
Equity
F&C MM Lifestyle Cautious Fund Class B Distributin
2.05
0.00
0%
- Overview
- Profile
- Historical Data
- Holdings
0P0000KLOP Overview
On this page you'll find an in-depth profile of Ct Mm Lifestyle 5 Fund B Inc. Learn about the key management, total assets, investment strategy and contact information of 0P0000KLOP among other information.
Investment Strategy
The Fund aims to deliver capital growth with some income over the long term (at least 5 years). The Fund invests at least 70% in collective investment schemes (which may include schemes operated by the ACD or an associate of the ACD) to obtain indirect exposure to a wide range of asset classes. The investment manager uses a strategic asset allocation model that is matched to a specific target risk and volatility band (the volatility band is supplied by external provider). However, the Fund remains actively managed and the allocation to particular asset classes or geographies may vary over time at the investment manager’s discretion.
Contact Information
Address
PO Box 9040, Chelmsford, Essex, CM99 2XH
,
United Kingdom
,
United Kingdom
Phone
020 7628 8000
Web
www.bmogam.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Not Disclosed | - | 2019 | Now |
| Gary Potter | main board Director | 2011 | 2019 |
| Biography | Gary is co-head of the Multi-Manager team. He shares overall responsibility for the performance of the team’s portfolios with Rob Burdett and leads research teams for UK income, US, Asia and emerging market equities. Gary joined the group in 2007 via Thames River Capital. Prior to this he was at Credit Suisse from 2001, jointly responsible with Rob Burdett for their multi-manager funds. He joined from Rothschild Asset Management Limited, where he was a main board director and was jointly responsible for their multi-manager business. Gary began his career in 1981 in private client fund management where his responsibilities extended to a specific focus on asset allocation and stock research. He moved into the multi-manager field in 1992. Gary is a chartered fellow of the Chartered Institute for Securities & Investment. | ||
| Robert Burdett | Portfolio Manager | 2011 | 2019 |
| Biography | Rob is co-head of the Multi-Manager team. He shares responsibility for the performance of the team’s portfolios with Gary Potter and leads research teams for UK, Japan and European equities. Rob joined the group in 2007 via Thames River Capital. Prior to this he was at Credit Suisse from 2001, being jointly responsible with Gary Potter for their multi-manager funds. Prior to that he was at Rothschild Asset Management where he was a main board director and jointly responsible for their multi-manager business. Rob began his career in stockbroking in 1985, moving into multi-manager field in 1991. He is a chartered fellow of the Chartered Institute for Securities & Investment and holds their diploma. | ||
| Paul Carne | - | 2009 | 2011 |
| Biography | Paul Carne is a Fund Manager in the Fund of Funds team and is responsible for overseeing F&C’s proprietary quantitative and risk analysis as well as the Traffic Light Analysis (TLA) fund screening process. He joined F&C in July 2008 from Crosby Partners where he was the Head of Risk & Portfolio Analytics. Prior to this Paul was an Investment Funds Analyst at Quilter & Co, having started his investment career in 1998 at Coutts & Co as an Investment Administrator. Paul has a BA (Hons) in Economics from the University of Northumbria and is a CFA charterholder. | ||
| Paul Niven | Portfolio Manager | 2009 | 2011 |
| Biography | Paul Niven is Managing Director and Head of Multi-Asset Portfolio Management. He is also Fund Manager for the F&C Investment Trust. Paul joined the firm in 1996 and has worked in Asset Allocation and Investment Strategy since 1999. Paul has had responsibility for the management of Multi-Asset mandates within the group since 2002 and is Chair of the Investment Policy Group. Paul graduated from the University of Strathclyde with a BA (Hons) in Accounting and Economics, obtained an MPhil in Finance, and is a member of the UK CFA Institute. | ||
| Dean Cheeseman | Portfolio Manager | 2009 | 2010 |
| Biography | Dean Cheeseman is a Portfolio Manager on the UK-based Multi-Asset Team at Janus Henderson Investors. He has co-managed the International Opportunities strategy since 2019. Prior to joining the firm in 2017, he was a portfolio manager and member of the asset allocation committee from 2011 at Mercer, where he contributed tactical asset allocation ideas for all multi-asset and equity strategies. Before that, Dean was with F&C Asset Management from 2007 to 2010, finishing his tenure as head of fund of funds. Earlier, he was head of developed markets with Forsyth Partners from 2001 and head of collective investments at Morgan Stanley’s Quilter from 1998. He began his career as an investment analyst in 1995 with Chartwell House Asset Management. Dean holds a BA degree (Hons) in financial services from Nottingham Trent University. He has 24 years of financial industry experience. | ||
| Oliver Sonnbichler | - | 2009 | 2010 |
| Biography | Oliver Sonnbichler is a Fund Manager in the Fund of Funds team. He joined F&C in October 2008. Prior to F&C, Oliver worked in projects for business consultants Navigant Consulting. He has also held positions as Head of Equity Fund Research at UBS Private Bank and Head of Third-Party Funds at Morgan Stanley Private Bank. Oliver has a Bachelor of Commerce and GDA from the University of Cape Town and an H.Dip Tax from the University of Witwatersrand. Oliver is a qualified Chartered Accountant. | ||
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