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The Sub-Fund is designed for long-term investors who wish to build capital over a number of years through investment in a focused portfolio of global companies. The Sub-Fund principally invests in equities, irrespective of specific geographical location listed or traded on Recognised Exchanges throughout the world. Investments may also be made in securities (including convertible bonds with equity linked notes which bonds shall be fixed and/or floating rate and shall generally be investment grade) which are listed or traded on a Recognised Exchange, subject to the Investment Restrictions listed below, although it is not the current intention of the Directors that such investments will be made.
Name | Title | Since | Until |
---|---|---|---|
Ian Clarke | Portfolio Manager | 2023 | Now |
Biography | Ian is a Fund Manager, Index Funds and is responsible for the team managing the UK and Pacific Basin equity index funds. His career in UK equities began in 1973 where he initially worked in the actively managed UK Equity team and was responsible for investment analysis for various sectors of the UK market and subsequently progressed to managing a number of funds, including the Life fund. He transferred to Index Funds in 1996. Ian qualified as a Fellow of the Institute of Actuaries in 1976. | ||
Mike Moore | - | 2020 | Now |
Andrew Headley | Director, Portfolio Manager, Head | 2003 | Now |
Biography | Director, Fund Manager and Head of Global Research. Director of Veritas Asset Management (UK) Limited and Fund Manager of the Real Return Global Fund and Veritas Global Focus Fund. Joined The Real Return Group in 2003. Analyst and Portfolio Manager WP Stewart 2001 to 2003. Analyst and Portfolio Manager Newton Investment Management 1996 to 2001. Tax Consultant, Price Waterhouse 1993 to 1996. Education: Chartered Accountant, BSc, ASIP. | ||
Charles Richardson | - | 2003 | 2019 |
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