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Vt Aj Bell Responsible Growth I Gbp Accumulation (0P0001KYO4)

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1.279 +0.010    +0.95%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 142.12M
Type:  Fund
Market:  United Kingdom
Issuer:  Valu-Trac Investment Management Limited
ISIN:  GB00BN0S2V92 
Asset Class:  Equity
VT AJ Bell Responsible Growth I GBP Accumulation 1.279 +0.010 +0.95%

0P0001KYO4 Overview

 
On this page you'll find an in-depth profile of Vt Aj Bell Responsible Growth I Gbp Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0001KYO4 among other information.
Category

GBP Aggressive Allocation

Total Assets

142.12M

Expenses

Inception Date

Nov 02, 2020

Investment Strategy

The investment objective of the fund is to achieve capital growth over the long-term (5 years) through investment in assets with a responsible strategy that follow a responsible strategy. Capital is in fact at risk and there is no guarantee that capital growth will be achieved over a 5 year, or any, period The Sub-fund will seek to achieve its objective by investing at least 80%, in index-tracking investments and which consist of collective investment schemes (including those managed or operated by the ACD).

Contact Information

Address Orton Moray IV32 7QE
Orton,Moray IV32 7QE
United Kingdom
Phone 01343 880344

Top Executives

Name Title Since Until
James Flintfoft - 2023 Now
Tom McGoldrick - 2022 Now
Jamie Ward Head of Investment Solutions 2022 2023
Biography Jamie graduated with a first class degree in Financial Mathematics from the University of Hull. He began his career as a Trainee Fund Manager at Brown Shipley in 2006, before moving to Williams de Broe in 2011. In 2013 he helped set up a hedge fund for Wolos Capital and took responsibility for a global equity book. In 2014 he became a Fund Manager at Oriel Asset Management where he ran their UK fund until 2021.
Matt Brennan - 2020 2022
Biography Matt is responsible for the day-to-day running of the AJ Bell Funds, working with the investment team to further grow the range of investment options. He joined AJ Bell with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.
Terry McGivern - 2020 2022
Biography Terry’s career in financial services began in 2005 on the Settlements Team at a major bank. He later moved to an investment management company and then to a leading provider of financial services. In 2010, he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers. Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Terry holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 2 exam.
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