Sun Portfolio Fund Climate Assets B GBP Income
|Waste Management Inc||3.04 %|
|Union Pacific Corp||2.96 %|
|Thermo Fisher Scientific Inc||2.92 %|
|Xylem Inc||2.69 %|
|United Kingdom of Great Britain and Northern Ireland 1.5%||2.60 %|
|American Water Works Co Inc||2.45 %|
|Royal Philips NV||2.35 %|
|Schneider Electric SE||2.27 %|
|Kingspan Group PLC||2.23 %|
|Ferguson PLC||2.22 %|
|United States||36.79 %|
|United Kingdom||16.52 %|
|Europe - ex Euro||7.72 %|
|Basic materials||10.25 %|
|Consumer Cyclical||8.79 %|
William began his career in 2002 at Laing & Cruickshank Investment Management, which was acquired by UBS Wealth Management in 2004. He joined Cheviot Asset Management in 2006 where, in addition to managing private client, pension and charity portfolios, he is the co-manager of the CF Cheviot Balanced Fund and the Climate Assets Fund and sits on Cheviot’s external fund selection committee.
Quiroz joined Henderson in 2002 and previously was the team leader for the Pharmaceutical & Household and Personal Care sectors at a leading SRI research house. She also worked for Praxair and Bestfood in Argentina, where she implemented quality and environmental management systems and also worked in business and client development. She has 8 years of industry experience.
Data provided by Morningstar.
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