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The investment objective of the Fund is to provide capital growth equivalent to that gained from investment in the world’s equity markets. Income will not be a consideration. The Fund will endeavour to replicate the performance of world equity markets by tracking the MSCI World Equity Index (Developed Markets) in U.S. Dollars (unhedged) with income reinvested or another appropriate major world equity index for the time being selected by the Manager. The Fund will employ replication, sampling and optimisation techniques to track the performance of the Index, rather than attempting to hold all of the securities in the Index.
Name | Title | Since | Until |
---|---|---|---|
Jenny Albrecht | Portfolio Manager | 2004 | Now |
Biography | Jenny is a member of the quants team and manages index trackers and ETF's. She joined SIM in 1997 first working in client services, then completing SIM's Investment Professional Development Program before being appointed permanently to the quants team. 2004 to date : SIM Equity Quants, PM Passive funds ; 2003 - 2004 SIM IPDP; 1997 - 2002 SIM Client Services |
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