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Vt Aj Bell Balanced Fund Class I Accumulation (0P00019YY3)

London

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio

1.502 -0.005 -0.31%

20/12 - Data Tertunda. Matawang dalam GBP

Jenis: Dana

Pasaran: United Kingdom

Penerbit: Valu-Trac Investment Management Limited

ISIN: GB00BYW8RX12

Kelas Aset: Ekuiti

Penarafan Morningstar:
Jumlah Aset: 1.23B

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Tinjauan 0P00019YY3

Di laman ini anda akan mendapat profil terperinci Vt Aj Bell Balanced Fund Class I Accumulation. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi 0P00019YY3 antara maklumat lain.

Kategori

GBP Moderately Adventurous Allocation

Jumlah Aset

1.23B

Perbelanjaan

Tarikh Permulaan

Apr. 18, 2017

Maklumat Untuk Dihubungi

Alamat Orton Moray IV32 7QE
Orton,Moray IV32 7QE
United Kingdom

Telefon 01343 880344

Web www.valu-trac.com

Eksekutif Tinggi

Nama	Tajuk	Sejak	Sehingga
James Flintfoft	-	2023	now
Tom McGoldrick	-	2022	now
Jamie Ward	Head of Investment Solutions	2022	2023
Biografi	Jamie graduated with a first class degree in Financial Mathematics from the University of Hull. He began his career as a Trainee Fund Manager at Brown Shipley in 2006, before moving to Williams de Broe in 2011. In 2013 he helped set up a hedge fund for Wolos Capital and took responsibility for a global equity book. In 2014 he became a Fund Manager at Oriel Asset Management where he ran their UK fund until 2021.
Matt Brennan	-	2017	2022
Biografi	Matt is responsible for the day-to-day running of the AJ Bell Funds, working with the investment team to further grow the range of investment options. He joined AJ Bell with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.
Terry McGivern	-	2017	2022
Biografi	Terry’s career in financial services began in 2005 on the Settlements Team at a major bank. He later moved to an investment management company and then to a leading provider of financial services. In 2010, he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers. Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Terry holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 2 exam.

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Sebutan Terkini

	Nama	Harga	Prbhn.	Prbhn. %
	VT AJ Bell Balanc.	1.502	-0.005	-0.31%