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Vt Aj Bell Income & Growth Fund I Gbp Acc (0P0001H45A)
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1.346
-0.010
-0.65%
12/03 - Delayed Data. Currency in GBP
Type:
Fund
Market:
United Kingdom
Issuer:
Valu-Trac Investment Management Limited
ISIN:
GB00BH3W7883
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 75.59M
VT AJ Bell Income & Growth Fund I GBP Acc
1.346
-0.010
-0.65%
- Overview
- Profile
- Historical Data
- Holdings
Vt Aj Bell Income & Growth Fund I Gbp Acc Overview
On this page you'll find an in-depth profile of Vt Aj Bell Income & Growth Fund I Gbp Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0001H45A among other information.
Investment Strategy
The investment objective of the fund is to achieve capital growth in line with the Consumer Prices Index whilst also generating income over a typical investment cycle (5-10 years) through a focus on exposure to equities (particularly those with above average dividend yield). The Fund has a target average yield of 3-5% per annum (over a trailing three year period), which is not guaranteed and may be subject to change as the assumptions on which the target was calculated may change. The Fund will seek to achieve its objective by investing mainly in other collective investment schemes (especially in the early stages of the Fund's growth) (including those managed or operated by the ACD and those with both passive and active strategies) and so provide exposure to equities and bonds as well as alternative asset classes (such as property and infrastructure).
Contact Information
Address
Orton Moray IV32 7QE
Orton,Moray IV32 7QE
United Kingdom
Orton,Moray IV32 7QE
United Kingdom
Phone
01343 880344
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| James Flintfoft | - | 2023 | Now |
| Tom McGoldrick | - | 2022 | Now |
| Jamie Ward | Head of Investment Solutions | 2022 | 2023 |
| Biography | 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 | - | 2019 | 2022 |
| Biography | 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 | - | 2019 | 2022 |
| Biography | 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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