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The Scheme’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing in fixed income securities and shares that are deemed to make a positive contribution to society. Fixed income exposure will be primarily in the UK. Investments in the Scheme will adhere to the Investment Adviser’s ethical and sustainable investment policy. A maximum of 60% of the Scheme’s assets will be invested in the shares of companies globally. These will be businesses that are listed on stock exchanges in their respective countries.
Name | Title | Since | Until |
---|---|---|---|
Sebastien Beguelin | - | 2021 | Now |
George Crowdy | - | 2021 | Now |
Biography | George Crowdy is an Investment Manager at Janus Henderson Investors, a position he has held as part of the Henderson team since 2016. Mr. Crowdy joined Henderson in 2010 as part of the trainee scheme and moved on to the graduate scheme in 2011. He was promoted to an analyst role on the global equities team in 2013. Mr. Crowdy graduated with a BSc (Hons) degree in economics and finance from the University of Southampton. He holds the Investment Management Certificate and the Chartered Financial Analyst designation and has 8 years of financial industry experience. | ||
Mike Fox | Portfolio Manager | 2009 | Now |
Biography | Mike is investment manager of the CIS Sustainable Leaders Trust and has been doing this job since November 2003. Mike selects, from the list of companies meeting the criteria of the Trust, the companies most likely to provide strong investment performance. | ||
Linda Desforges | - | 2009 | 2014 |
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