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2.23
+0.01
+0.25%
🤑 이보다 더 좋은 혜택은 없습니다. 사라지기 전에 블랙프라이데이 60% 할인 혜택을 받으세요.
지금 구독하기
Newton Sustainable Growth and Income Fund for Charities Sterling Accumulation (0P000130KD)
포토폴리오 추가/삭제
포트폴리오에 추가합니다
27/11 - 닫음. GBP 통화
- 모닝스타 평가:
- 총 자산: 107.67M
Newton Growth Fund for Charities Sterling Accumula
2.23
+0.01
+0.25%
0P000130KD 개요
이 페이지에서 Newton Sustainable Growth and Income Fund for Charities Sterling Accumulation에 대한 상세 프로필을_x0008_ 확인해 보세요. 0P000130KD의 주요 관리, 총 자산, 투자 전략 및 연락처 정보에 대해 알아보세요.
연락처
최고 경영진
| 종목명 | 헤드라인 | 재직 시작연도 | 기간 |
|---|---|---|---|
| Bhavin Surendra Shah | Portfolio Manager | 2020 | now |
| 전기 | Bhavin joined Newton in June 2011 as a portfolio manager in the mixed assets investment team. Prior to joining Newton, he worked at SG Hambros for seven years where he was responsible for managing client portfolios focused on absolute return and multi-asset strategies. Bhavin is co-lead manager on a numerous multi-asset accounts at Newton. In addition to portfolio management responsibilities, Bhavin is a member of the Investment Risk Oversight Group and is a co-lead of our ‘net effects’ thematic group, which focuses on digitalisation trends. Bhavin holds an MSc in Mathematics with distinction and is a CFA charterholder. | ||
| Alison El-Araby | Portfolio Manager | 2022 | 2024 |
| 전기 | Alison joined the team in October 2021 to work as a portfolio manager for the charity business. She gained considerable experience managing multi-asset charity portfolios at Barings Asset Management. Prior to this, Alison was an equity analyst at TT International. Alison is a CFA charterholder and graduated from the University of Bristol with a MSc in Physics. Outside of work, Alison is busy with her young family, but if she has free time she enjoys baking and reading. | ||
| Rob Stewart | - | 2020 | 2022 |
| 전기 | Mr. Stewart is Head of Responsible Research at Newton. He joined Newton in 2003. | ||
| Simon Nichols | Portfolio Manager | 2014 | 2020 |
| 전기 | Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing global, multi-asset, charity and UK equity portfolios. Simon is a chartered accountant (ACA) and prior to joining Newton he worked in both audit and insolvency practices at leading accountancy firms. He is a CFA charterholder, a member of the Chartered Institute for Securities and Investment (MCSI), and also holds a BA (Hons) degree in Industrial Economics from the University of Nottingham. Outside of work, Simon is a keen runner. | ||
| Hilary Meades | Head of Charities Investment | 2017 | 2018 |
| 전기 | Hilary looks after a range of charity clients including educational, religious, medical and social charities. She has a wealth of experience in the fund management industry, having worked at James Capel and Charterhouse Bank before joining Newton following the acquisition of Capital House. Hilary is an Associate of the CFA Society of the UK and a Chartered Fellow of the Chartered Institute for Securities and Investment. She has passed the CFA ESG Certificate. Hilary has a history degree from the University of East Anglia. Outside of work, she enjoys walking, cooking and music. Hilary has worked at Newton for over 25 years. | ||
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