Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

GAM Star Balanced C USD Acc

Managed by

Charles Hepworth

Charles Hepworth works at GAM Holding AG where he runs mixed asset and equity strategies. Before joining GAM in 2012, he worked at Quilter Cheviot for 18 years, at Albert E Sharp for two years (1992-1994) and at SG Warburg for one year. The GAM Star Growth fund under his management is a multi-asset strategy so it seeks investments in all assets classes, other funds and in all capitalisation sectors. Charles holds a bachelor of science in biotechnology from Leeds University. He is also a CAIA charterholder, CFA and CISI.

James McDaid

James McDaid is an investment manager and a member of the Multi Asset Class Solutions (MACS) Investment Team at GAM. He is responsible for developing and managing outsourcing solutions for UK independent financial advisers within GAM’s discretionary fund management service. Prior to joining GAM in May 2012, he was an investment manager at Quilter Cheviot, managing private client portfolios and client relationships. He started at Quilter as an assistant fund manager in 2001, focusing on Asia-Pacific and Japanese equity markets. He began his career as a dealer at TD Waterhouse Investor Services. James McDaid is a CFA and CAIA charterholder, a Chartered Wealth Manager and holds a BA in Accountancy and Finance.

Objective

The investment objective of the Fund is to seek to achieve an attractive return on capital while simultaneously attempting to limit the risk of capital loss. This investment objective may be achieved primarily through investment in open-ended collective investment schemes which gain exposure to equities, Fixed Income Securities, property, commodities and currencies. The Fund will not invest directly in property or commodities. It is intended that the Fund will maintain a balanced exposure to equities, Fixed Income Securities, property, commodities and currencies; however the Fund may gain exposure of up to 85% of net assets to equities.

This fund is not currently tracked by Citywire in Lithuania View performance globally

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Gibraltar
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Related News

Exclusive: GAM duo pile into Walewski’s Europe Ex-UK fund

Funds assets hit over €100 million following the investment.