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The Fund aims to achieve capital growth, with some income, over the long term (at least 5 years). The Fund invests only in assets which meet the Fund’s predefined responsible investment criteria. The Fund is actively managed and invests at least 80% in shares of UK companies. These are companies in any economic sector and of any market capitalisation that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK.
Name | Title | Since | Until |
---|---|---|---|
Catherine Stanley | Head | 2009 | Now |
Biography | Catherine Stanley is a Managing Director and Head of the Global Small Cap team. Since June 2009, Catherine has been Lead Manager of the BMO Responsible UK Equity Fund and the BMO Responsible UK Income Fund and in June 2013 the Global Smaller Cap Equity Fund was launched with Catherine as Lead. She joined the Group in 2000. Prior to this Catherine spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in Geography from the University of Oxford and is a member of the CFA Society of the UK. | ||
Ted Scott | - | 2000 | 2009 |
Biography | Ted Scott manages the Stewardship Growth and Stewardship Income Funds. Ted began his career at Schaverien & Co in 1981. He joined the company in 1984, initially taking responsibility for various sectors as a research analyst, before joining the Stewardship Team in 1987. Ted has been the lead fund manager on Stewardship Income since 1998 and on Stewardship Growth since 2000, when he took overall responsibility for the Stewardship funds. He graduated from Exeter University with a BA in Economics. | ||
Hilary Aldridge | specialist | 2000 | 2008 |
Biography | Hilary has over 11 years of investment experience. She joined F&C from Gerrards in 2001 and is a specialist in medium and smaller company investments. Hilary graduated from Birmingham University in 1997 with an LLB in Law and has obtained her Securities Institute Diploma. |
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