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The Fund aims to generate a rising level of income, together with long-term capital growth, investing primarily in global equities. In pursuing this objective, the Investment Manager may include investments that they consider appropriate which include Transferable Securities, Money Market Instruments, warrants, UCIs, deposits and other permitted investments.
Name | Title | Since | Until |
---|---|---|---|
Joe Dowling | - | 2023 | Now |
Stephen Anness | fully fledged Portfolio Manager | 2019 | Now |
Biography | Stephen joined Invesco in July 2002 where he began his investment career. After graduating he joined Invesco Perpetual as a Trainee Analyst. Since then, Stephen’s role has developed as he gained more experience. Having come through the ranks of the UK Equities team, absorbing its methodology and approach, Stephen became a fully fledged fund manager in September 2004 managing the UK portion of a variety of Pan European mandates. | ||
Nick Mustoe | Portfolio Manager | 2012 | 2019 |
Douglas McGraw | Managing Director | 2011 | 2012 |
Biography | Doug McGraw, CFA, is a managing director and portfolio manager on the Global Equity Team at Manulife Asset Management. He was most recently a portfolio manager within the Global Equities Team at Invesco Perpetual. Doug began his investment career as an investment analyst for the First National Bank of SW Ohio before joining the US Peace Corps, where he was based in Ukraine as a volunteer, and then in Washington DC as a recruiter. Education: Miami University, BS in Finance, 1994; University of Notre Dame, MBA, 2001 Joined Company: 2013 Began Career: 1995 | ||
Paul Boyne | Team Head | 2011 | 2012 |
Biography | Paul Boyne. Team Head, Portfolio Manager; joined Manulife IM (US) in 2013. He was a senior managing director and senior portfolio manager for Manulife Investment Management. He was the lead portfolio manager of the Global Equity Strategy and Team. Previously, he was a senior fund manager within the global equities team at Invesco Perpetual. Prior to that, Paul worked at the Bank of Ireland as deputy chief investment officer and head of global equities. When he joined the Bank of Ireland, he held the position of managing director and head of their US Equities Team. |
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