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The fund aims to maximise total return, comprising both capital growth and income. To achieve this, the Fund principally invests in the United Kingdom, but may also invest in any other geographic area. The Investment Advisers will concentrate on seeking opportunities for exceptional growth in undervalued stocks which may be less popular but which they believe offer good value for money.
Name | Title | Since | Until |
---|---|---|---|
James de Uphaugh | - | 2015 | Now |
Luke Chappell | Managing Director | 2013 | Now |
Biography | Luke Chappell, Managing Director and portfolio manager, is head of the UK and Global Core Equity teams within BlackRock's Fundamental Equity division of BlackRock's Active Equity group. Mr. Chappell's service with the firm dates back to 1998, including his years with Merrill Lynch Investment Managers ("MLIM"), which merged with BlackRock in 2006. At MLIM, Mr. Chappell was an equity portfolio manager, responsible for managing UK Specialist equity portfolios. Prior to joining MLIM, he worked at another investment management house in a range of research and fund management roles, with particular emphasis on specialist accounts and mid-cap stocks. | ||
John Wood | Director/fund Manager | 2009 | Now |
Biography | John joined JOHCM in October 2005. John qualified as a Chartered Accountant at Ernst & Young and joined Newton Investment Management 1995 as an analyst. There he managed the UK Opportunities Fund since February 2002, but also a number of specialist funds, both benchmark constrained and unconstrained. As a Director in Newton's UK Equity team he was also responsible for constructing model portfolios for UK equities. |
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