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VT AJ Bell Balanced Fund Class I Accumulation (0P00019YY3)

伦敦

从投资组合添加/删除添加至投资组合

1.499 -0.001 -0.07%

05/11 - 闭盘. GBP 货币

类型: 基金

市场: 英国

发行商: Valu-Trac Investment Management Limited

ISIN: GB00BYW8RX12

资产类别: 股票

晨星评级:
总资产: 1.19B

0P00019YY3概述

本页面提供VT AJ Bell Balanced Fund Class I Accumulation的详细介绍，帮助您了解0P00019YY3的高管、总资产、投资策略和联系方式等信息。

种类

GBP Moderate Allocation

总资产

1.19B

费用

开始日期

2017年4月18日

联络信息

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

电话 01343 880344

传真 Orton

网址 www.valu-trac.com

高管

名称	标题	任期	至
Matt Brennan	-	2017	now
背景介紹	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	now
背景介紹	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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