HL US Fund Z GBP Income

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Management
Name of CompanyHargreaves Lansdown Fund Managers Ltd
Phone+44 117 9009000
Websitewww.hl.co.uk
AddressOne College Square South, Anchor Road
 Bristol   BS1 5HL
 United Kingdom
Other Share Classes
HL US Fund A GBP Accumulation
HL US Fund A GBP Income
HL US Fund Z GBP Accumulation
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSNo
Inception Date01/11/2022
Fund Advisor(s)
William Blair International, Limited
Neuberger Berman Europe Ltd
Alliance Bernstein Investments LP
JPMorgan Asset Management (UK) limited
Fund ManagerThomas Wells
Manager Start Date01/11/2022
Career Start Year2007
 
Biography
Thomas is manager of the Sanlam International Inflation-Linked Bond Fund, Sanlam Credit Fund, Sanlam International Credit Fund, and Sanlam Fixed Interest Fund. He joined Sanlam in January 2021 from Smith & Williamson (Evelyn) where he had worked since September 2007 and been a member of the Fixed Interest team since January 2009. At Smith & Williamson he had managed the Global Inflation-Linked Bond Fund and was the co-manager of the Short-Dated Corporate Bond Fund and Fixed Interest Fund. Tom also managed portfolios for a range of institutional clients, including DC and DB pension funds as well as charities and corporates. He was a Partner at Smith & Williamson Investment Management LLP and a member of a number of internal investment committees, including the Investment Strategy Group and the Direct Investment Group, which oversaw total assets of £21bn. Here Tom served as a dedicated subject matter expert on fixed income and informed the group’s exposure to sovereign and IG credit markets.
Fund ManagerRoger Clark
Manager Start Date01/11/2022
Education
University of Exeter, B.A.
 
Biography
Roger holds a BA (Hons) in Management and Statistics from the University of Exeter. Roger joined Hargreaves Lansdown in January 2004, became a member of the Investment team in January 2006 and became a Fund Manager in 2007. Roger has been co-manager of the HL Multi-Manager European and HL Multi-Manager Asia & Emerging Markets funds since their launches in February 2015 and April 2015 respectively. He has also been co-manager of HL Multi-Manager UK Growth since July 2019 and the HL US Fund since 2022. Roger passed the Investment Management Certificate exam and is a Chartered Alternative Investment Analyst (CAIA).
Fund ManagerZiad Abou Gergi
Manager Start Date01/11/2022
 
Biography
Ziad started his investment career with Barclays in 2005 as an equity portfolio manager and sector analyst in Paris. He moved to their London office in 2011 to join the multi-manager team covering various equity markets and managing the firm’s mixed assets. Ziad holds Masters degrees in both Economics & Management, as well as being a CFA charterholder.
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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)
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