UK born Ben Conway is currently a multi-asset fund of funds manager at Hawksmoor Investment Management based in Exeter. He previously founded and was director of CCM Energy Solutions. Ben manages the PFS Hawksmoor Vanbrugh and Distribution funds. An IMC holder, Ben graduated from the University of Cambridge with a degree in economics and away from the office he enjoys music, football and adventure sports.
Born in 1973 Daniel Lockyer has been employed in the financial services industry since the early 1990s. Having worked at Abbey Life Investment Services focusing on foreign exchange and fixed interest, he followed this with a similar role at Hill Samuel before joining Hermes as a derivatives dealer. At the start of 2001 Daniel joined Nick Greenwood at Christows to help manage their funds of Investment Trusts before joining iimia in February 2002 where he focused on funds of collectives. He then joined Hawksmoor Investment Management in 2009, and runs the Phoenix Hawksmoor Vanbrugh Fund alongside Richard Scott. Outside of work his interests tend towards the outdoor life with golf, football and walking featuring amongst his pastimes.
Born in East Grinstead in 1964, Richard Scott attended Exeter University from which he graduated with a degree in History. In 1987 he joined Smith New Court, prior to moving to Hambros Bank where he was an investment strategist, specialising in US equities and global funds. Richard joined Exeter Investment Group in 1995, and was in charge of the firm’s conventional investment trust holdings. He managed The New Zealand Investment Trust, and prior to the sale by Exeter of their open ended funds to New Star Asset Management, Richard managed two multiple award winning international funds. He currently manages the Phoenix Hawksmoor Vanbrugh Fund, and is an Associate of the UK Society of Investment Professionals.
The investment objective of the Fund is to provide capital growth and income. The Fund's portfolio will consist primarily of a diversified range of open and closed ended funds, although significant exposure to other investments such as fixed interest securities are expected to be included in the portfolio from time to time. The portfolio will be actively managed, with the Investment Manager seeking to take advantage of inefficiencies in the pricing of closed ended funds and significant movements in financial markets.
Rank 295/363 Total Return
Rank 7/363 Standard Deviation
Rank 121/363 Max Drawdown
|293||Halifax Cautious Managed C||
|294||ConBrio Managed Multi-Asset - Retail Inc||
|295||Phoenix Hawksmoor Vanbrugh A Inc||
|296||Aberdeen Multi Manager Cautious Managed Acc||
|297||Aberdeen Managed Distribution A Inc||
|297||IFSL Brunsdon Cautious Growth A Ret Acc||
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Month by Month Performance
Returns Vs Risk
Top 10 Holdings
|Royal London Shrt Dur Glo Hi Yield Bd Z Inc||6.23|
|M&G Global Macro Bond Sterling I Income||4.15|
|RWC Enhanced Income B GBP Dis||3.63|
|M&G UK Inflation Linked Corporate Bond I Inc||3.60|
|BH Global Limited GBX||3.59|
|Henderson UK Absolute Return GBP I Acc||3.58|
|Standard Life Inv UK Equity Inc Unconstr Inst Inc||2.92|
|Fidelity Global Dividend W Inc||2.81|
|Prusik Asian Equity Income 1 C||2.66|
- United Kingdom
- Launch date18/02/2009
- Share Class size09Mn
- Base currencyGBP
- Min. initial investment5,000
- Min. additional investment1,000
- Annual management1.5%