Climate Assets Balanced Fund B GBP Income

Register to Unlock Ratings
Management
Name of CompanyThesis Unit Trust Management Limited
Phone+44 1243 531234
Websitewww.tutman.co.uk
AddressThesis Unit Trust Management Limited
 Chichester   -
 United Kingdom
Other Share Classes
Climate Assets Balanced Fund B GBP Accumulation
Climate Assets Balanced Fund C GBP Accumulation
Climate Assets Balanced Fund C GBP Income
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date20/06/2011
Fund Advisor(s)
Quilter Cheviot
Fund ManagerClaudia Quiroz
Manager Start Date01/02/2010
Career Start Year2000
 
Biography
Claudia has over 20 years of experience in Sustainable,Ethical and Responsible Investment and joined QuilterCheviot in 2009. She is the Lead Fund Manager of ouraward-winning Climate Assets Balanced Fund. Claudia’sportfolio management experience extends to privateclients, pensions, and charities with a focus on sustainableinvestment. She is a voting member of our InternationalEquities Stock Selection Committee, a Chartered Memberof the Chartered Institute for Securities & Investment, andthe winner of the Wealth Manager of the Year at the City ofLondon Wealth Management Awards in 2021.
Fund ManagerCaroline Langley
Manager Start Date12/10/2018
Career Start Year2003
 
Biography
Caroline has almost 20 years of investment experience and over 15 of those are with Quilter Cheviot where she has worked since 2006. She first trained as a Chartered Accountant at PricewaterhouseCoopers before spending two years as a consultant in their Sustainable Business Solutions team. Caroline graduated in Human Sciences from Oxford University in 1997 and also holds a Masters degree in Environmental Technology (specialising in Global Environmental Change and Policy) from Imperial College
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures