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To provide a level of income together with the prospect of capital growth that is, net of fees, higher than the Consumer Price Index, over rolling five-year periods. At least 70% of the Fund is invested in shares of closed-ended investment companies listed on the London Stock Exchange that offer a range of exposures, particularly to alternative asset classes. Up to 30% of the Fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
Name | Title | Since | Until |
---|---|---|---|
Richard Curling | Manager | 2012 | Now |
Biography | Richard Curling joined Jupiter in 2006 and manages the Jupiter UK Smaller Companies Fund (Unit Trust), the Jupiter Primadona Growth Investment Trust and institutional monies. Prior to joining Jupiter, Richard worked for Morgan Grenfell as Manager of the UK pensions and Income Funds before moving to Deutsche Bank where he was appointed Managing Director and Head of Small Cap. In this position, which he held for more than ten years, Richard was responsible for managing the UK and European Small Cap team and running Small Cap equity mandates. Between 1996 and 2003, he was also Head of Global Small Cap and responsible for the Global/EAFE Small Cap product. Richard has a Bachelor of Commerce (Hons) from Edinburgh University and is an Associate of the Society of Investment Analysts. | ||
Patrick Harrington | Director | 2010 | 2012 |
Biography | Patrick joined the OLIM team in 2018 as a director and investment manager from stockbroker Baden Hill where he was Managing Partner. A highly experienced fund manager with over 25 years in the industry, Patrick has also worked for Jupiter Asser Management, Henderson Global Investors and M&G. Patrick is re-joining the team after working for OLIM from 2005-2009 and will be responsible for managing both equity and balanced portfolios. | ||
Laurie Petar | Portfolio Manager, Manager | 2000 | 2010 |
Biography | Laurie Petar joined Jupiter Asset Management in November 1999 and has been appointed Manager of the Jupiter Investment Trust of Investment Trusts and also the new Jupiter Monthly Income Fund.Laurie is a specialist Investment Trust Manager and has over 30 years investment experience. Prior to managing funds at Jupiter, Laurie was a Director at HSBC Securities and Citicorp Scrimgeour Vickers. |
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