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The aim of this Fund is to achieve income with some prospects for capital growth over a period of five years or more. The Fund invests in shares of UK listed companies, in accordance with its ethical screening criteria, whose products, services or method of operation do not involve, conduct or carry out: testing on animals or use of animal tested product; gambling; violations of human rights; intensive farming; significant sales to the international military; unacceptable levels of water pollution; the use of unsustainable timber; or activities deemed detrimental to developing economies, or which do not derive a significant proportion of their annual turnover from fossil fuels, energy intensive industries, mining, nuclear power, ozone depleting chemicals, pornography and adult entertainment or tobacco.
Name | Title | Since | Until |
---|---|---|---|
Magda Bizarro | - | 2022 | Now |
Nigel Yates | - | 2021 | Now |
Jamie Forbes-Wilson | - | 2020 | 2022 |
Simon Young | - | 2021 | 2021 |
Matthew Huddart | - | 2020 | 2021 |
Richard Marwood | Portfolio Manager | 2008 | 2016 |
Biography | Richard began his investment career in 1996, training as a UK equity analyst. In 1997 he assumed responsibility for managing a number of UK portfolios. Prior to his time at university he served an engineering apprenticeship with British Aerospace Military Aircraft. | ||
Stuart Fowler | Head | 2003 | 2008 |
Biography | Stuart has been the Head of UK Equities since 2000. Previously, Stuart spent five years with Dresdner RCM Global Investors, where he was Head of UK and European Equities. His fund management career spans nineteen years, including roles with Morgan Grenfell Investment Management and James Capel Fund Managers. Stuart began his career as a Graduate Trainee with Kleinwort Benson.Stuart graduated from Cambridge University with an MA (Hons) in Natural Sciences. | ||
Matthew Fosterjohn | - | 2002 | 2003 |
Kirsten Lacey | - | 1998 | 2002 |
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