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29.5M
0.93%
Mar 06, 1998
To generate growth over the long term (over a 5 year rolling period). There are no fixed asset class parameters, however the Trust invests at least 70% in global equities and a maximum of 30% incorporate investment grade bonds and government bonds issued anywhere in the world.
Name | Title | Since | Until |
---|---|---|---|
Ben Ward | - | 2016 | Now |
Biography | Ben joined the company following the acquisition of the Newton private client business in 2013. He manages portfolios for private clients, trusts and pensions and is the lead manager on the Bridge and Phoenix Funds. Ben began his investment career in 2009 building upon his five years as an accountant. Ben graduated from the University of Leicester, holds the Investment Management Certificate, is a Chartered Management Accountant, is an Associate of the Chartered Institute for Securities and Investments and is a CFA Charter holder. | ||
Aidan Butler | - | 2016 | 2020 |
Ben Ward | - | 2019 | 2020 |
Biography | Ben joined the company following the acquisition of the Newton private client business in 2013. He manages portfolios for private clients, trusts and pensions and is the lead manager on the Bridge and Phoenix Funds. Ben began his investment career in 2009 building upon his five years as an accountant. Ben graduated from the University of Leicester, holds the Investment Management Certificate, is a Chartered Management Accountant, is an Associate of the Chartered Institute for Securities and Investments and is a CFA Charter holder. | ||
Edward Binks | - | 2016 | 2020 |
Chris Flather | - | 2007 | 2016 |
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