Castlefield Real Return Fund Institutional Income Class
|Morgan Stanley & Co. International plc 0%||4.09 %|
|Goldman Sachs International 0%||3.77 %|
|Credit Suisse AG London Branch 0%||3.65 %|
|J.P. Morgan Structured Products B.V. 0%||3.38 %|
|UIL ZDP 2024||3.31 %|
|BBVA Global Markets B.V. 0%||3.22 %|
|BBVA Global Markets B.V. 0%||3.19 %|
|SG Issuer S.A. 0%||2.95 %|
|EJF Investments ZDP 2022||2.91 %|
|3i Infrastructure Ord||2.78 %|
|United Kingdom||43.21 %|
|United States||20.39 %|
|Real Estate||33.02 %|
Simon has over 10 years’ investment experience, predominantly gathered in institutional asset management. Before joining Castlefield in November 2010, he spent 9 years with AEGON Asset Management (now known as Kames Capital) where he ultimately specialised in European equities in a combined fund management and analyst role following stints as a European and then Global Sector analyst. He is a Charterholder (Chartered Financial Analyst) of the CFA Institute, an Associate of the CFA Society of the UK (ASIP) and a Member of the Chartered Institute for Securities & Investment.
Mark is a founding member of the Castlefield team. His role predominantly involves analysis of UK sectors and stocks with over five years' investment experience with the team. Mark is a member of the Securities & Investment Institute and is a charter holder (Chartered Financial Analyst) of the CFA Institute.
Data provided by Morningstar.
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