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The investment objective of the Trust is to achieve long term capital growth and income generation with a lower risk profile than pure stock market alternatives. Investment Policy The Trust will seek to achieve its investment objective through investment in a broadly diversified portfolio of stocks, bonds and currencies. The Trust will seek to achieve a lower risk profile than full investment in listed equities using a balanced, multi asset approached. While taking active positions, the Investment Manager will seek to protect value and reduce volatility by allocating assets between various assets classes. The Trust will invest in the shares of companies listed and traded on Regulated Markets on a global basis. The Trust may also invest in fixed and floating rate, government and public securities and corporate bonds as well as convertible bonds, warrants and to a lesser extent closed-ended funds.
Name | Title | Since | Until |
---|---|---|---|
Phil Collins | - | 2020 | Now |
Biography | Phil joined Sarasin & Partners in 2013 as head of the multi-asset team and has more than 30 years’ investment experience. Before joining Sarasin, Phil worked at Newton Investment Management, where he was chief investment officer of the private clients and charities division. He has also held investment management roles at Capital House and Leopold Joseph. Phil is a fellow of the Chartered Institute for Securities & Investment. | ||
Henning Meyer | - | 2018 | Now |
Biography | Henning is the fund manager of Sarasin’s Multi-Asset fund range as well as deputy fund manager of Sarasin’s multi asset funds for charities. In addition Henning is a member of the firm’s Investment Policy Committee focusing on tactical asset allocation across a range of asset classes. Henning joined Sarasin & Partners in 2014 as an Investment Manager within the Private Client department, moving to his current role in February 2017. | ||
David Palmer | - | 2013 | 2020 |
Biography | David has 25 years of investment experience, and joined Sarasin & Partners in November 2000. He is the Investment Manager for the Sarasin IE GlobalSar Income and Dynamic Funds, and a number of portfolios for private clients. Prior to joining the firm, much of his career was spent with the Royal Bank of Canada where he started as an credit analyst before becoming a director of its investment bank subsidiary, which included working in Japan. He also worked with the Birmingham based stockbrokers Albert E Sharp. | ||
Aram Compton | - | 2013 | 2017 |
Biography | Aram Compton joined Sarasin & Partners in August 2007. He runs a selection of global multi-asset portfolios for institutional and retail clients, including the GlobalSar range, Sarasin’s flagship multi-asset product. Aram is a member of the firm’s Investment Policy Committee, which forms the firm’s asset allocation views, and he also invests in direct equities and bonds on a bottom up basis. He graduated from the ICMA Centre at Henley Business School with a BSc in International Securities, Investment and Banking and is a Chartered Financial Analyst. | ||
David Vickers | - | 2011 | 2013 |
Guy Monson | CIO (Chief Investment Officer) | 2010 | 2011 |
Biography | Guy Monson, CIO and Senior Partner of Sarasin & Partners LLP, has over 35 years of investment experience having joined the company in 1984. In 1988, he became manager of Sarasin’s flagship GlobalSar (now Multi Asset) family of balanced investment funds, winning awards for investment performance and risk profile. He has pioneered the use of thematic investment in the management of global equity portfolios and today leads the firm’s global investment and markets strategy for a wide range of charitable, endowment and private clients. Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. He is also a Trustee of the Invictus Games Foundation, a member of the London School of Economics Ideas Board and a Foundation Fellow of Lady Margaret Hall, Oxford University. | ||
Daniel Briggs | - | 2002 | 2010 |
Rolf Stadler | - | 2001 | 2001 |
Biography | Joined Sarasin 1989 | ||
Michael Jennings | - | 1994 | 2000 |
Biography | Joined the Aviva Group October 01. In the Investment Industry since January 88. BA(Hons) Business studies (Finance & Accounting),Oxford Brookes University. IMRO and SEC registered. |
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