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Libero Balanced Fund X Accumulation (0P0000XYNO)

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2.27 0.00    0%
08:00:00 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 44.34M
Type:  Fund
Market:  United Kingdom
Issuer:  Thesis Unit Trust Management Limited
ISIN:  GB00B5LB0957 
Asset Class:  Other
Libero Balanced Fund X Accumulation 2.27 0.00 0%

0P0000XYNO Overview

 
On this page you'll find an in-depth profile of Libero Balanced Fund X Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000XYNO among other information.
Category

GBP Moderately Adventurous Allocation

Total Assets

44.34M

Expenses

Inception Date

May 18, 2011

Investment Strategy

The objective of the Fund is to provide income and capital growth, net of fees, over the longer term (a five-year rolling period). The Fund will aim to achieve its investment objective through investment in a portfolio of transferable securities which aims to provide a balance of income and capital growth. These may include: equity securities (55% to 95%), corporate bonds and government bonds (5% to 40%), permitted closed-ended funds, including investment trusts and REITs (up to 20%) and warrants (up to 5%).

Contact Information

Address Exchange Building
Chichester,West Sussex
United Kingdom
Phone +44 1243 531234
Fax 44 (0)1243 539094

Top Executives

Name Title Since Until
Harry Gibbon - 2023 Now
Biography Harry joined Quilter Cheviot in 2018 and soon moved towork with Claudia Quiroz. He has since been promoted toan Investment Manager and assists with the managementof portfolios for private clients, pensions, trusts, charitiesand funds, including the Libero Balanced Fund. Harry is aMember of the Chartered Institute of Securities andInvestments and has completed the CISI Chartered WealthManagement qualification. He also holds the CFACertificate in ESG Investing.
Claudia Quiroz Head 2011 Now
Biography Claudia has over 20 years of experience in Sustainable,Ethical and Responsible Investment and joined QuilterCheviot in 2009. She is the Lead Fund Manager of ouraward-winning Climate Assets Balanced Fund. Claudia’sportfolio management experience extends to privateclients, pensions, and charities with a focus on sustainableinvestment. She is a voting member of our InternationalEquities Stock Selection Committee, a Chartered Memberof the Chartered Institute for Securities & Investment, andthe winner of the Wealth Manager of the Year at the City ofLondon Wealth Management Awards in 2021.
Alan McIntosh - 2011 2022
Biography Alan began his career as a fund manager in 1982 at Scottish Life, followed by Municipal Mutual and BZW Investment Management. He joined Credit Suisse Asset Management in 1994 as UK Market Strategist, before moving in 1999 to Laing & Cruickshank Investment Management, where he ran the Model Portfolios and was Senior Equity Strategist. Alan continued in this role at UBS Wealth Management following their acquisition of Laing & Cruickshank in 2004, and was appointed Executive Director.
William Buckhurst - 2011 2019
Biography William began his career in 2002 at Laing & Cruickshank Investment Management, which was acquired by UBS Wealth Management in 2004. He joined Cheviot Asset Management in 2006 where, in addition to managing private client, pension and charity portfolios, he is the co-manager of the CF Cheviot Balanced Fund and the Climate Assets Fund and sits on Cheviot’s external fund selection committee.
Weston Dan - 2010 2011
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