Volare Balanced Bridge Fund Income

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Management
Name of CompanyLGT Wealth Management UK LLP
Phone-
Website -
AddressCapital Square, 58 Morrison Street
 -   -
 United Kingdom
Other Share Classes
Volare Balanced Bridge Fund Z Units (Net Accumulation)
Volare Balanced Bridge Fund Z Units (Net Income)
DomicileUnited Kingdom
Legal StructureUnit Trust
UCITSYes
Inception Date28/12/1998
Fund Advisor(s)
LGT Wealth Management UK LLP
Fund ManagerAndrew Patrick
Manager Start Date14/10/2020
 
Biography
Andrew joined abrdn in January 2016 following graduation from the University of Edinburgh. He is a Senior Investment Manager on the Discretionary Investment Team and responsible for the management of a range of equity and multi-asset funds and strategies. He also has idea generation and company research responsibilities. He has completed the Investment Management Certificate and is a CFA Charterholder.
Fund ManagerJonathan Allison
Manager Start Date14/10/2020
Career Start Year2003
 
Biography
Jonathan Allison is a Senior Investment Manager on the UK and European Equities Team, having joined Aberdeen in 2005 from Morgan Stanley. Jonathan graduated from the University of Cape Town with a BBusSci (Hons) in Finance and is a CFA Charterholder. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute
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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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