Jenna Barnard graduated from Oxford University with a BA degree in Politics, Philosophy and Economics. She started her career with Orbitex Investments Ltd as an inverstment analyst. Jenna joined Henderson Global Investors in 2002 as a credit analyst and assistant portfolio manager. In 2004 she became a credit portfolio manager and in 2005 she took charge of the Henderson Strategic High Yield Bond fund and the Preference and Bond fund alongside John Pattullo. Jenna is currently an associate director of fixed income. She is a CFA Charterholder and an affiliate member of the UKSIP and the Securities Institute.
Christopher Burvill was born in 1958 and graduated in Economics from Cardiff University. He joined Gartmore in 2003 where he is responsible for the Gartmore Cautious Managed fund. Prior to this he was a UK equity manager with Commercial Union and before this he worked for Investec for ten years. In his spare time, Burvill is a keen musician.
Having graduated from St Andrews University in 1993 with a degree in economics, John Pattullo began his career as an audit supervisor with Price Waterhouse Coopers. After a four-year stint at the accountancy firm, his career took a different path when he joined Henderson Global Investors as a trainee manager. The Edinburgh-born manager’s rise within his new company was rapid. In the ten years he has been involved in fund management he has risen to the position of director of retail credit within the group. Outside of fund management, Pattullo enjoys tennis, and his appreciation of golf seems to be at odds with Mark Twain’s description of the sport being ‘a good walk spoiled’.
The investment objective and policy of this Fund is to provide a combination of income and long-term capital growth. Investment will be in a diversified portfolio of equities, bonds and other related investments. At all times the investment in equities will be limited to a maximum of 60% of the value of the Fund's portfolio.
Rank 329/384 Total Return
Rank 254/384 Standard Deviation
Rank 346/384 Max Drawdown
|327||Smartfund Balanced Fund A||GBP||
|327||Aberdeen Multi-Manager Diversity A Acc||GBP||
|329||Janus Henderson Cautious Managed A Acc||GBP||
|330||LF Heartwood Cautious Multi Asset B Acc||GBP||
|331||Royal Bank of Scotland Stakeholder Investment 5||GBP||
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|254||Total Clarity Portfolio 4 A Acc GBP||GBP||
|254||Janus Henderson Cautious Managed A Acc||GBP||
|256||Scottish Widows HIFML Diversified Return I||GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date03/02/2003
- Share Class size537Mn
- Base currencyGBX
- Min. initial investment100,000
- Min. regular additional investment5,000
- Annual management1.25%
- Initial investment5