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Multi-Manager Diversified Fund

Overview

INVESTMENT OBJECTIVE

To achieve long term (over at least 5 years) total return (capital growth with income) through a diverse portfolio of both UK and overseas investments. The Fund will maintain a low level of exposure to shares/equities (0-35%). The Fund will invest in units/shares of collective investment schemes, transferable securities, money market instruments, deposits, cash and near cash. Derivatives and forward foreign exchange contracts may be used to achieve the investment objective and for the purposes of efficient portfolio management.

Portfolio Management

Tihana Ibrahimpasic, CFA

Portfolio Manager

Industry since 2011. Joined Firm in 2018.

James de Bunsen, CFA

Portfolio Manager

Industry since 2005. Joined Firm in 2013.

Eduardo Jimenez Martin, CFA, FRM

Portfolio Manager

Industry since 2017. Joined Firm in 2024.

Performance

Portfolio

Documents