Libero Balanced B Acc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Thesis Unit Trust Management Limited |
| Phone | +44 1243 531234 |
| Website | www.tutman.co.uk |
| Address | Thesis Unit Trust Management Limited Exchange Building Chichester United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | OEIC |
| UCITS | Yes |
| Inception date | 30/03/2011 |
Managers
| Fund manager | Claudia Quiroz |
| Manager start date | 01/03/2011 |
| 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. |
| Fund manager | Harry Gibbon |
| Manager start date | 01/01/2023 |
| 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. |
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