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The Fund’s investment objective is to achieve a total return over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in the shares of European companies, not including the UK, listed on European stock exchanges. At least 80% of the Fund will be invested in the shares of European companies, not including the UK. European companies are those domiciled in Continental Europe, or which have significant European business operations. The Fund will typically invest in larger companies worth €3 billion or more.
Name | Title | Since | Until |
---|---|---|---|
Steve Bolton | Portfolio Manager | 2017 | Now |
Biography | Education: 1998 - Nottingham Trent University - BBL Law | ||
Sebastien Beguelin | - | 2017 | 2021 |
Mike Fox | Portfolio Manager | 2016 | 2017 |
Biography | Mike is investment manager of the CIS Sustainable Leaders Trust and has been doing this job since November 2003. Mike selects, from the list of companies meeting the criteria of the Trust, the companies most likely to provide strong investment performance. | ||
Andrea Williams | Head | 2014 | 2016 |
Biography | Andrea Williams is head of European Equity Investments. Andrea has worked with the group since the 1980's, having previous experience as a UK Equity Analyst covering a variety of sectors. In 1990 she assumed responsibility for these sectors in both the US and European markets. She took full responsibility for managing European portfolios in 1994. Andrea became Head of European Equities at RLAM in 2001. | ||
Neil Wilkinson | - | 2011 | 2016 |
Kevin Lilley | European Equity team | 2001 | 2011 |
Biography | Prior to joining RLAM's European Equity team in 2001, Kevin has held positions with Lincolnshire County Council as Assistant Investment Manager, NPI as Director of European Equities and, most recently, with TT International as Portfolio Manager. Kevin obtained qualifications in Business Studies and Accounting from North Lincolnshire College and Clarendon College, Nottingham. |
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