Breaking News
Upgrade 0
💙 🔷 Not impressed by Big Tech in Q3? Explore these Blue Chip Bargains instead Unlock them all
Close

Libero Balanced Fund X Accumulation (0P0000XYNO)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.25 -0.00    -0.09%
01:00:00 - Closed. Currency in GBP ( Disclaimer )
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B5LB0957 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 6.65M
Libero Balanced Fund X Accumulation 2.25 -0.00 -0.09%

Libero Balanced Fund X Accumulation Overview

 
On this page you'll find an in-depth profile of Libero Balanced Fund X Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000XYNO among other information.
Category

GBP Moderately Adventurous Allocation

Total Assets

6.65M

Expenses

Inception Date

May 18, 2011

Investment Strategy

The objective of the Fund is to provide income and capital growth, net of fees, over the longer term (a five-year rolling period). The Fund will aim to achieve its investment objective through investment in a portfolio of transferable securities which aims to provide a balance of income and capital growth. These may include: equity securities (55% to 95%), corporate bonds and government bonds (5% to 40%), permitted closed-ended funds, including investment trusts and REITs (up to 20%) and warrants (up to 5%).

Contact Information

Address Exchange Building
Chichester,West Sussex
United Kingdom
Phone +44 1243 531234
Fax 44 (0)1243 539094

Top Executives

Name Title Since Until
Harry Gibbon - 2023 Now
Biography Harry joined Quilter Cheviot in 2018 and soon moved towork with Claudia Quiroz. He has since been promoted toan Investment Manager and assists with the managementof portfolios for private clients, pensions, trusts, charitiesand funds, including the Libero Balanced Fund. Harry is aMember of the Chartered Institute of Securities andInvestments and has completed the CISI Chartered WealthManagement qualification. He also holds the CFACertificate in ESG Investing.
Claudia Quiroz Head 2011 Now
Biography Claudia has over 20 years of experience in Sustainable,Ethical and Responsible Investment and joined QuilterCheviot in 2009. She is the Lead Fund Manager of ouraward-winning Climate Assets Balanced Fund. Claudia’sportfolio management experience extends to privateclients, pensions, and charities with a focus on sustainableinvestment. She is a voting member of our InternationalEquities Stock Selection Committee, a Chartered Memberof the Chartered Institute for Securities & Investment, andthe winner of the Wealth Manager of the Year at the City ofLondon Wealth Management Awards in 2021.
Alan McIntosh - 2011 2022
Biography Alan began his career as a fund manager in 1982 at Scottish Life, followed by Municipal Mutual and BZW Investment Management. He joined Credit Suisse Asset Management in 1994 as UK Market Strategist, before moving in 1999 to Laing & Cruickshank Investment Management, where he ran the Model Portfolios and was Senior Equity Strategist. Alan continued in this role at UBS Wealth Management following their acquisition of Laing & Cruickshank in 2004, and was appointed Executive Director.
William Buckhurst - 2011 2019
Biography William began his career in 2002 at Laing & Cruickshank Investment Management, which was acquired by UBS Wealth Management in 2004. He joined Cheviot Asset Management in 2006 where, in addition to managing private client, pension and charity portfolios, he is the co-manager of the CF Cheviot Balanced Fund and the Climate Assets Fund and sits on Cheviot’s external fund selection committee.
Weston Dan - 2010 2011
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000XYNO Comments

Write your thoughts about Libero Balanced Fund X Accumulation
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email