Smith & Williamson Defensive Growth Fund B
|J.P. Morgan Structured Products B.V. 0%||4.16 %|
|Morgan Stanley BV 0%||4.06 %|
|Canadian Imperial Bank of Commerce 6.67%||3.96 %|
|Citigroup Global Markets Funding Luxembourg S.C.A. 0%||3.86 %|
|HSBC Bank plc 0%||3.72 %|
|Royal Bank of Canada (London) 0%||3.67 %|
|UBS AG Jersey Branch 0%||3.67 %|
|Credit Suisse AG London Branch 0%||3.50 %|
|BH Global GBP Ord||3.31 %|
|Real Estate Credit Investments Ord||3.11 %|
|United Kingdom||51.30 %|
|United States||20.00 %|
|Latin America||10.82 %|
|Financial Services||32.95 %|
|Real Estate||18.66 %|
|Consumer Cyclical||13.99 %|
Genevra von Ambroz
Genevra joined the Smith & Williamson Investment Management Graduate Scheme in September 2008, and became a permanent member of the firm’s Multi-Manager team in January 2010. She has been assistant fund manager on the MM Cautious Growth Fund and MM Global Investment Fund since January 2014 and became assistant fund manager on MM Endurance Balanced Fund since September 2014. Genevra graduated from Durham University in 2007 with a BA (Hons) degree in Politics. She is a Chartered Member of the Chartered Institute of Securities & Investment (CISI) and is a CAIA Charter Holder.
James joined Smith & Williamson in September 1999 and started working on the investment trust desk in January 2001. James leads the Managed Portfolio Service as well as the Multi Manager team, which oversees the Smith & Williamson MM Global Investment Fund, MM Cautious Growth Fund and the MM Endurance Balanced Fund. James sits on the Asset Allocation Policy Committee and he also co-ordinates the investment trust recommended list for the Private Client department. James graduated from the University of St. Andrews in 1998 with an MA (Hons) and is a Chartered Member of the Chartered Institute for Securities & Investment.
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.