Schroder Managed Wealth Portfolio Z 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 | Schroder Unit Trusts Limited |
| Phone | 0800 182 2399 |
| Website | - |
| Address | 1 London Wall Place - London EC2Y 5AU United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | Yes |
| Inception date | 13/08/2012 |
Managers
| Fund manager | Charles Armstrong |
| Manager start date | 01/10/2015 |
| Biography | Charles Armstrong joined Cazenove Capital Management in 2001 having started his career with Buchler Phillips, Corporate Recovery, Restructuring Specialists. He is a Portfolio Director with responsibility for managing UK private client portfolios, private OEICs and inflation plus mandates which also includes the Schroder Managed Wealth Portfolio Fund. He is a member of the Investment Policy Committee, Portfolio Construction Committee and the Private Equity Committee. Charles is a Fellow of the Chartered Institute for Securities Investment. |
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.