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Vt Aj Bell Balanced Fund Class I Accumulation (0P00019YY3)

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1.499 -0.001    -0.07%
05/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB00BYW8RX12 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.19B
VT AJ Bell Balanced Fund Class I Accumulation 1.499 -0.001 -0.07%

0P00019YY3 Overview

 
On this page you'll find an in-depth profile of Vt Aj Bell Balanced Fund Class I Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P00019YY3 among other information.
Category

GBP Moderate Allocation

Total Assets

1.19B

Expenses

Inception Date

Apr 18, 2017

Contact Information

Address Orton Moray IV32 7QE
Orton,Moray IV32 7QE
United Kingdom
Phone 01343 880344
Fax Orton

Top Executives

Name Title Since Until
Matt Brennan - 2017 Now
Biography Matt is responsible for the day-to-day running of the AJ Bell Funds, working with the investment team to further grow the range of investment options. He joined AJ Bell with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.
Terry McGivern - 2017 Now
Biography Terry’s career in financial services began in 2005 on the Settlements Team at a major bank. He later moved to an investment management company and then to a leading provider of financial services. In 2010, he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers. Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Terry holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 2 exam.
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