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Ws Verbatim Portfolio 5 Growth Fund Class B Acc (0P0000N7B9)

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2.14 0.00    0%
16/05 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 60.46M
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B3P2HB11 
Asset Class:  Equity
FP Verbatim Portfolio 5 Growth Fund B Acc 2.14 0.00 0%

0P0000N7B9 Overview

 
On this page you'll find an in-depth profile of Ws Verbatim Portfolio 5 Growth Fund Class B Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000N7B9 among other information.
Category

GBP Moderate Allocation

Total Assets

60.46M

Expenses

1.36%

Inception Date

Feb 26, 2010

Investment Strategy

The fund aims to use a broadly cautious balanced strategy with the aim of achieving capital growth over the medium to longer term. The fund will invest in collective investment schemes (regulated and unregulated) as well as directly held transferable securities, derivatives, cash, deposits, warrants and money market instruments.

Contact Information

Address Paradigm House, Brooke Court
Wilmslow,Cheshire SK9 3ND
United Kingdom
Phone 02071391470

Top Executives

Name Title Since Until
Not Disclosed - 2022 Now
James Klempster - 2021 2022
Biography James, who has 17 years of investment experience, joined Liontrust in February 2021 as Deputy Head of the Liontrust Multi-Asset team. James joined Liontrust from Momentum Global Investment Management, where he spent 14 years and was most recently Director of Investment and led the global investment team and solutions strategy. He was previously a portfolio manager at Avebury Asset Management and an assistant fund manager at NW Brown Group. He is a CFA charterholder.
John Husselbee Chief Executive 2016 2022
Biography John Husselbee has over twenty years of investment experience, acquired at Rothschilds, Henderson Global Investors and now North Investment Partners. John began his investment career at Rothschild Asset Management where he was responsible for building its multi manager operation making it the largest single provider of multi manager services in the UK retail market at that time. John joined Henderson Global Investors in 1996, when its multi manager business totalled approximately £60m under management. By the time he left to launch North, Henderson was established as one of the UK’s largest retail multi manager providers, with over £700m invested across a range of multi manager portfolios. As director of multi manager investment, John also launched one of the UK’s first retail fund of hedge funds. John is Chief Executive of North Investment Partners Limited which is the investment sub-adviser to the MultiManager fund range.
Paul Kim Portfolio Manager 2016 2021
Biography Paul Kim is LVAM’s Head of Multi Manager and has overall responsibility for our range of Multi Manager funds. He is supported by Portfolio Managers Richard Timberlake and Simon Brooks. Paul joined LVAM in 2011 with 27 years’ investment experience having been Research Director at IMS Ltd. from 1999, a UK based multi-manager acquired by FundQuest in 2008. Previously, Paul held senior roles at Old Mutual, AXA Sun Life, Spencer Thornton and Alexander Stenhouse Fund Managers. He is a member of the Securities Institute.
Sonja Laud (née Schemmann) Portfolio Manager 2011 2016
Biography Sonja is ISF Global Equity Yield and Schroder ISF European Equity Yield Fund manager, based in London and joined Schroders in 2005. In 2001 Sonja joined DWS Investment GmbH, Frankfurt. During her time there she worked as a senior fund manager in Global Equities. From 1996 – 2001 she held various internships in France, UK and Germany. These were with IBM Consulting, DWS Investment, Morgan Stanley, Arthur Andersen and Mannesmann Mobilfunk. Sonja is also a CFA charterholder.
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