Climate Assets Bal B GBP Inc
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 | 20/06/2011 |
Managers
Fund manager | Claudia Quiroz |
Manager start date | 01/02/2010 |
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 | Caroline Langley |
Manager start date | 12/10/2018 |
Biography | Caroline has almost 20 years of investment experience andover 15 of those are with Quilter Cheviot where she hasworked since 2006. She first trained as a CharteredAccountant at PricewaterhouseCoopers before spendingtwo years as a consultant in their Sustainable BusinessSolutions team. Caroline graduated in Human Sciencesfrom Oxford University in 1997 and also holds a Mastersdegree in Environmental Technology (specialising in GlobalEnvironmental Change and Policy) from Imperial College |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2024 AJ Bell. All rights reserved.