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The aim of this Fund is to achieve income and long-term capital growth over a period of five years or more. The Fund invests in shares of listed companies worldwide and index-linked bonds issued by developed market governments. The Fund’s typical asset mix ranges between 50-60% of its Net Asset Value invested in shares, with the remaining 40-50% being invested mostly in index-linked bonds and cash.
Name | Title | Since | Until |
---|---|---|---|
David Shaw | - | 2021 | Now |
Biography | Prior to joining AXA IM, David was a Senior Portfolio Manager at Aerion Fund Management, where he spent 13 years co-managing a $1.5bn North American equity portfolio. Preceding that he spent 10 years as a UK fund manager and analyst, at Aerion Fund Management, NPI Asset Management and Natwest Investment Management. David holds a Bachelor's degree in Electronic Engineering from City University, London. He is a member of CFA UK (ASIP) and has completed the London Business School Investment Management Programme. | ||
Jamie Forbes-Wilson | - | 2020 | Now |
Matthew Huddart | - | 2020 | 2021 |
Jim Stride | Managing Director, Head | 1999 | 2016 |
Biography | Jim was appointed Managing Director in 1997 and is also Head of the UK Equities team. Jim joined the company in 1981 as a fund manager, having worked as an analyst with Panmure Gordon & Co. for two years. His career began in 1976 as a Portfolio Analyst with the Post Office Staff Superannuation Fund. Jim graduated from the London School of Economics with a BSc (Hons) in Economics having specialised in Accounting and Finance. |
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